If your company sells many different products or services, it can be tricky to keep track of everything. Product categories help you stay organized by grouping related products together, so you can find what you need faster and keep your lists tidy.
Learn how to create product categories:
Admins can create and manage these categories, giving your team a clear view of how products are organized. Once your products are categorized, you can easily see them on the Products page, assign or update their categories, and even measure performance through category-based reports.
Get started
To begin, go to Sales > Products > Categories
Add a category
Click Add category
Enter a name for your category, e.g, Industrial products
Save your category.
Creating categories helps you bring order to your product list. Whether you group them by type, price range, or purpose, categories make it easier to browse and report on your products later.
Add products to a category
Now that you’ve created a category, you can place products into it.
Open the Products page
Select an existing product
In the product dialog, choose a category from the category drop-down list
Once you’ve added your product to a category, you’ll see it in the Products table in the Category column.
If you have not created any categories yet, your products will appear under the default Uncategorized group. Assigning them to categories keeps everything easier to search, sort, and report on.
Adding categories when creating new products
When you create a brand-new product, you’ll also be able to choose a category for it right away. Simply select your preferred category from the Category drop-down list in the Add a new product dialog. This ensures your list stays organized as you add new items.
Making bulk edits with imports
If you need to update a large number of products at once, you can do so via importing. When importing, you’ll be able to include category information along with your product details. Learn more about how to import your products to Nutshell here.
Reporting by product category
Categories do more than just organize your products or services—they also help you understand your sales performance.
You can filter the leads list by product category to focus on specific groups of products, or segment your lead reports to see which categories are bringing in the most sales.
Reports such as Sales, Losses, New leads, Forecast, and Custom reports can all be viewed by category, helping you spot trends and identify which product lines are performing best.
You can also click the Report button directly from the Categories page to open a sales report for that category. This makes it simple to turn your organized product data into actionable insights.
Archiving products
Over time, you may stop selling certain products or replace them with newer versions. Archiving helps you clean up your product list without losing your data.
To archive a product, click the three-dot menu to the right of the product name and details, and select Archive. You will see a confirmation prompt before completing the action.
Once a product is archived, it will no longer be available to add to new leads, quotes, or invoices. You can always revisit your archived items from the Archived filter on the Products page to review your history or restore them if needed.
Deleting a category
From the Categories page, you can delete a category by selecting the three-dot menu next to it.
If there are any products inside that category, they will not be deleted. Instead, they will automatically move to the default Uncategorized group. This ensures your products remain safe and accessible while giving you the flexibility to keep your categories up to date.
With product categories in place, managing your catalog becomes simpler and more intuitive. Admins can guide their teams more effectively, and everyone can focus on the work that matters most instead of searching for products. Organizing your products today sets the stage for smoother workflows and clearer insights tomorrow.