Inventory categories allow you to name your inventories.
They appear in the list of inventories and make it easier to identify them.
👉 This is much more convenient than only seeing dates (since multiple inventories can be created on the same day).
Main use cases
Categories are mainly used to:
Differentiate food vs. beverage inventories
Differentiate weekly vs. monthly inventories
Advanced options
Beyond naming, you can also:
Make the category mandatory: this ensures your teams don’t forget to set it.
Set advanced options, such as:
Add default tags: the tags defined at the category level are combined with those defined at the location and at the organization level.
Set all quantities to zero when creating an inventory:
All visible products (depending on the applied tags) are automatically initialized to zero.
This ensures that no product is forgotten during the count.
For consolidated inventories, this option automatically creates a sub-inventory with all quantities set to zero.