How To: Configure or Edit Stock Categories (Inventory Step 2)

Modified on Tue, 18 Aug at 4:32 PM

Overview

SimplySwim's Inventory and Stock Management system manages saleable and non-saleable items for inventory control, stock on-hand calculations, stock movement and cost pricing.


This article details Step 2 in the process - configuring Stock Categories.


Stock Categories allow you to group inventory items together regardless of Supplier.



Setup Guide

TABLE OF CONTENTS



Before You Start

This article assumes Suppliers have been configured.


Refer to: How To: Configure or Edit Suppliers (Inventory Step 1)



How to Configure a Stock Category

1. Go to Configuration → Stock Categories and click on "Add Stock Category".


2. Complete the fields and click "Save Stock Category".

The GL / Accounting Code field is optional.



How to Edit a Stock Category

1. Go to Configuration → Stock Categories and click on the name of the Stock Category.


2. Make the required changes and click "Update Stock Category".



How to Delete a Stock Category

Stock Categories cannot be deleted.



Next steps article links

The next step in the process is to set up your Inventory Items:

How To: Configure Inventory Items (Inventory Step 3)



Last updated 17 August 2026

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