References and variants: categories, brands and units
Categories, brands and units are shared item references. Color, size, season and attributes describe variants; they are not all required for every business.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Add only needed categories, brands and units with searchable names and codes.
- Open a reference to inspect details, then use Edit to change it.
- In Item tools, choose default unit, SKU pattern and needed variants.
- Open a new item and check references and defaults in its fields.
Watch this distinction
Do not duplicate a reference for a spelling variation. Review usage before removing a reference linked to items.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.