# How to manage product categories in Snad To create a product category in Snad ERP, open **Categories** from the sidebar, press **New category**, enter the **Name**, pick the products that belong to it, then press **Save**. To edit or delete it, open the **Actions** menu on its row. ## Before you start - A Snad account with permission to view categories, and to create them if you want to add one ([roles and permissions](https://www.snad.io/en/guide/roles-permissions)). - Your products already added ([add a product](https://www.snad.io/en/guide/create-product)), so you can pick them inside the category. ## Steps 1. **Open the categories page.** In the sidebar open **General** then **Categories**, and press **New category** above the table. ![The sidebar on Categories, with the New category button above the table](https://www.snad.io/images/guide/product-categories/nav-en.webp) Image key: (1) **Categories** in the sidebar · (2) The **New category** button 2. **Enter the name and description.** Enter the **Name**, at least three characters; it is the only required field. The **Description** is optional. ![The new category form with the icon button, the name field and the description field](https://www.snad.io/images/guide/product-categories/form-en.webp) Image key: (1) The **Icon** button · (2) The **Name** field · (3) The **Description** field 3. **Pick an icon for the category.** The icon is optional: press the **Icon** button beside the name, search for a symbol and click it. To undo, press **Remove icon**. 4. **Add products to the category.** In **Add products** press **Select** beside each product in the category, or **Select all**. You will find them all under **Selected products**. [Details](https://www.snad.io/en/guide/product-categories#adv-products) ![The product list with three products selected, the Select all button and the search field](https://www.snad.io/images/guide/product-categories/products-en.webp) Image key: (1) The product search field · (2) The **Select all** button · (3) **Selected products** · (4) A product row in the list 5. **Save the category.** Press **Save** at the top of the form to return to the list, where you find the new category. **Back** leaves without saving. [Details](https://www.snad.io/en/guide/product-categories#adv-uses) ![The form header with the Back and Save buttons](https://www.snad.io/images/guide/product-categories/save-en.webp) Image key: (1) The **Save** button · (2) The **Back** button ## Messages that block saving | Message | Cause | Fix | |---|---|---| ## Advanced details ### Products inside a category The list shows parent products only, so if you pick a product that has variants, its variants come along automatically. To find one product, type its name in the search field, and to remove one press the red delete button beside it. You can also create a category from the [Add product](https://www.snad.io/en/guide/create-product) screen itself without coming to this page. ### Edit or delete a category On the category row press **Actions** then **Edit** to change its name, icon or products, or **Delete** to remove it. Clicking the row itself also opens the edit form. Snad asks “Are you absolutely sure?”; **Confirm** deletes the category and its links to its products, and **Cancel** leaves it as it is. The products themselves are not deleted. ![A category row's actions menu with Edit and Delete](https://www.snad.io/images/guide/product-categories/row-menu-en.webp) Image key: (1) The **Actions** button · (2) **Edit** · (3) **Delete** ### The delete confirmation The dialog mentions deleting “related data”, but what is actually removed is the category and its link to the products only. ![The category delete confirmation with Cancel and Confirm buttons](https://www.snad.io/images/guide/product-categories/delete-dialog-en.webp) Image key: (1) The **Confirm** button · (2) The **Cancel** button ### Where categories are used The category appears in the product list filter, you choose it when you [add a product](https://www.snad.io/en/guide/create-product), and you set it for each product in the [product import](https://www.snad.io/en/guide/import-products) preview. You can group your products another way with [brand management](https://www.snad.io/en/guide/product-brands). ## Common questions ### Is a product deleted if I delete its category? No. Only the category and its link to the product are deleted; the product stays with all its data. You can link it to another category at any time. ### How do categories help on the product list? They appear in the product list filter, so you can show the products of one category. You set a product's category when you [add it](https://www.snad.io/en/guide/create-product). ### Why don't I see the New category button? The **New category** button shows for people allowed to create categories. Ask your account admin to enable it under [roles and permissions](https://www.snad.io/en/guide/roles-permissions). ### How many characters does a category name need? At least three characters. Everything except the name is optional: the description, the icon and the products. ## Read next - [Add a product](https://www.snad.io/en/guide/create-product) — Add a product in Snad: pick the type, enter the name, price, cost and stock, then organize and save it. Eight short steps with screenshots. - [Import products from a file](https://www.snad.io/en/guide/import-products) — Import your products into Snad in one go: download the template, fill it, upload it, review the products and save. Seven short steps with screenshots. - [Manage brands](https://www.snad.io/en/guide/product-brands) — Create a brand for your products in Snad: name it, pick an icon, add its products and save. Then edit or delete it without deleting your products. - [Create a product bundle](https://www.snad.io/en/guide/product-bundles) — Create a product bundle in Snad: name it, pick its products and quantities, and set a price below buying them apart. Eight short steps with screenshots. - [Create a role and set its permissions](https://www.snad.io/en/guide/roles-permissions) — Create a role in Snad and choose what its holders can see and do in each group, then assign it to users. Six short steps with screenshots. - [Snad inventory software](https://www.snad.io/en/inventory) — Products, categories and warehouses in one place. [Open this screen in Snad](https://app.snad.io/dashboard/product/categories) - **URL:** https://www.snad.io/en/guide/product-categories - **Last reviewed:** 2026-11-04 --- ## About the publisher **Snad (سند)** — a private Saudi software company based in Madinah, founded 2025. Legal form: Sole proprietorship. Commercial registration: 7038154642 VAT number: 310959226500003 Only official domain: snad.io > Snad is a private commercial business-management platform. It is not a > government body, not a bank, and not a government services portal, and it > is not affiliated with any government entity. Any site or app with a > similar name is unrelated to Snad.