Creating a Product Category

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This guide shows you how to create a product category in RAAD ERP. After you save, the category appears in your Product Categories list.

Go to: Masters > Categories

Step 1: Open the Masters menu

On a computer, point your mouse at the people icon in the left sidebar. On a phone, tap the menu button (☰) at the top left, then tap Masters. The Masters menu opens.

The Masters menu. Categories is highlighted.

Step 2: Select Categories, then click + Add Category

In the Masters menu, click Categories. The Product Categories page opens.

Click + Add Category at the top right. A form opens on the right.

Click + Add Category to start.

Step 3: Enter the category name

Type the Category Name. This is the only required field.

The Arabic name is optional.

Type the Category Name. Fields marked * are required.

Step 4: Choose the parent category and tax group

If this is a subcategory, choose its Parent Category. Leave it as None (Root Category) to create a main category.

If needed, choose a Tax Group. This is the default tax group for products in this category.

Parent Category and Tax Group are optional.

Step 5: Click Add Category to save

Click Add Category at the bottom of the form.

You will see the message "Category created successfully".

Click Add Category to save.

Step 6: Find the new category in the list

Your new category now appears in the Product Categories list. To find it, type its name in the search box.

Search for the new category by name.

Important Notes

  • Fields marked * are required. Only Category Name is required.
  • Leave Parent Category empty to create a main (root) category.
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