How Do I Change a Product's Category?

A quick and easy task! In order to do this, you must edit the Product directly. You can access this page in many different ways, with the two most common options outlined below. 


Go to Products > View All Products on the left side of the screen. 

Then use the search bar to find and select the product and then click Edit Product.


From within Product > New Vendor Item Review, click on the name of the Product hyperlinked in blue.


Now you have the Product's page open and ready to edit:

Directly under the name of the product is the category that the product is reported to.


To change this category, click the product drop-down menu and pick the new category you would like your product reported to.


After you select the category, click Save and you’re good to go.


If you would like a Product reported to two or more Categories, then you will have to define a set proportion to split the Categories. (The Category cannot simply change according to particular invoices or vendors.)

To do this, you can add an additional Category by clicking on +Add a Category.


You can pick any distribution at adds up to 100%. In the following example, lemon purchases are reported as 90% to Produce and 10% to Liquor.



To see more information about editing a Product, see this article:Finding and Editing Your Products in MarginEdge.

Don't forget that you can keep a watchful eye on new Product Categories through the Product > New Vendor Item Review page. 


Related Issues/Questions

What if the "Edit Product" button is disabled?

If the "Edit Product" button is disabled, you'll need to have Restaurant Admin access added to your user account.  Ask your current Restaurant Admin user for this change.

Can I restrict the categories for a specific vendor?

Yes!   If you want to lock your linen vendor to only allow the category "Linen", or want to lock Office Depot to only allow "Office Supplies", or even want to lock a wine distributor to only "Wine", you can do this.  To pick one category (or a select few) that will be allowed for a vendor, you can do this using Category Restrictions, described in this article on Advanced Vendor Configuration Options.

Can I add a new Category? 

If there is a Category you don't see, you also have the ability to add and edit your categories. For more information on that, check out this article: General Ledger Accounts, Categories, and Category Types.

How can I find a specific product?

You can find a product in one of a few places.  You can find it using the...

Products page

Go to Products > View All Products and search for the product, click on the row for the product, and then click the "Edit Product" button to change its category.         

Vendor Items page

Go to Vendors > Vendor Items page, and search by either vendor name or the item's name.  Once you find the item, click the row. From there, you will see the Vendor Item details, including the Product it is associated with, and you can click the "Edit Product" button to change its category.    

Vendors page

Go to the Vendors page (click on Vendors > Vendors), and select the appropriate vendor.    On the Vendor Details page, you will see a tab listing all Vendor Items purchased from the vendor.    You can select any Vendor Item by clicking its row, then you will see the Vendor Item details, including the Product it is associated with.   Click the "Edit Product" button to change its category.    




Have more questions? Submit a request


Article is closed for comments.