Estimated reading: 2 minutes
Path: Admin → Lists → Categories
Categories help you organize and structure information throughout your dispensary. They are used to group ingredients, formulas, products, and add-on services, making it easier for users to browse, filter, and manage items.
A category is a way to group items that share common characteristics. Categories improve organization and usability by allowing items to be filtered and displayed in a structured way across the system.
You can create categories for:
Ingredients
Formulas
Products
Add-On Services (Custom Formulas)
Public Categories
Visible to practitioners and patients (where applicable). These are commonly used for organizing products or formulas into meaningful groups.
Private Categories (Admin Only)
Used for internal organization and management. These categories are not visible outside the admin interface.
Categories can be organized hierarchically using parent and child relationships.
A broad, top-level category that acts as a container for more specific subcategories.
Example:
Fruits (Parent)
A more specific category that belongs under a parent category.
Example:
Citrus Fruits (Child of Fruits)
This structure creates a tree-like hierarchy, making large category lists easier to manage and navigate.
To create a new category:
Click Add New Category (top-right of the page)
Enter the Category Name (required)
Select a Parent Category
Choose Root Category if this category has no parent (required)
Set the Status
Select Admin Only for private categories (required)
(Optional) Upload a category image
Accepted formats: JPEG or PNG
(Optional) Enter a category description
Save the category
A category can only be deleted if no products, formulas, ingredients, or services are associated with it
The Delete button will only appear when the category is unused
Deleted categories are moved to the Trash
Categories are not permanently removed until they are also deleted from the Trash
The Categories section allows you to:
Organize items across your dispensary
Create public or internal-only groupings
Build parent/child category hierarchies
Improve filtering and navigation
Safely manage category removal through Trash
Well-structured categories make your dispensary easier to manage and significantly improve the user experience.