> ## Documentation Index > Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt > Use this file to discover all available pages before exploring further. # Categories > Use Categories to maintain your product categories: their names and sort order, the default units new products in a category start with, and whether a category is final sale. Categories group your products. A category also carries defaults that save typing when you create products, and it can mark a whole group of products as final sale so they cannot be returned. Use this page to add, rename, reorder, or remove categories. ## Before You Start * You need the **settings.view** permission to open the page. * You need **settings.edit** to add, edit, delete, or import categories. Without it, **Add Category**, **Import**, and the edit and delete buttons are disabled with a tooltip that explains why. * **Import** also needs the **data.import** permission. ## Open Categories 1. In the deck, open **Settings**. 2. Under **Products & Pricing**, choose **Categories**. The breadcrumb reads **Settings > Products & Pricing > Categories**. ## The Category List The list shows one row per category, and you can sort by any column: * **Products**: how many active products are in the category. * **Name**: the category name. * **Final sale**: a **Final sale** badge when products in the category cannot be returned. * The edit and delete buttons. When you have no categories, the list reads "No categories configured". ## Add Or Edit A Category 1. Click **Add Category**, or the edit button on a row. The **Add Category** or **Edit Category** dialog opens. 2. Enter the **Name**. 3. Set the **Sort Order**, a whole number that controls where the category appears in lists. 4. Optionally choose the **Default UOM for new products in this category**: **Default Quantity UOM**, **Default Weight UOM**, **Default Length UOM**, and **Default Volume UOM**. 5. Optionally turn on **Final sale (no returns)**. 6. Click **Create** or **Update**. The button stays disabled until the category has a name. ### Default Units Of Measure The default units fill in automatically when someone creates a product and picks this category. The person can still change them on the product. Leave a unit as **No default** to fall back to the company defaults on **Settings > Products & Pricing > Units of Measure**. Editing an existing product never changes its units from the category. ### Final Sale When **Final sale (no returns)** is on, products in the category are blocked from returns (RMAs). A product's own final-sale setting cannot lift the category's flag: when either the product or its category is final sale, the item is blocked, because the most restrictive setting wins. A person who holds the **Override Final-Sale Return** permission can still return such an item by giving a reason. ### Restocking And Handling Fees Restocking and handling fees for returns are set as return-fee rules on **Settings > Products & Pricing > Adjustments & Coupons** (Applies to: Returns, effect type Fee). The **Returns** section of the dialog links there. If a category still has an older per-category restocking or handling rate, the dialog shows it as read-only. A matching return-fee rule always wins over it. Click **Clear** to remove the old rate when you save, or **Undo** to keep it. ## Delete A Category 1. Click the delete button on the row. 2. Confirm "Are you sure you want to delete" the category in the **Delete Category** dialog. 3. Click **Delete**. A category that is still assigned to products cannot be deleted. Move those products to another category, or remove their category, and then delete it. ## Import Categories Click **Import** to open the import wizard for categories only. You upload a spreadsheet, match your columns, fix any rows that do not fit, and load. See [Imports & Uploads](/support/settings/imports-uploads) for how the wizard works. ## Messages You May See | Message | What it means | | --------------------------------------------------------------------------------------------------------- | --------------------------------------------- | | "Category created" | The new category is ready to use on products. | | "Category updated" | Your changes saved. | | "Category deleted" | The category is gone. | | "This product category is still assigned to products. Reassign or uncategorize products before deleting." | Move the products first, then delete. | ## What Changes Elsewhere * **Products**: new products in the category start with its default units. * **Returns**: a final-sale category blocks its products from returns, and category-scoped return-fee rules charge restocking or handling fees. * **Packing and reports**: the same categories appear on **Settings > Shipping & Fulfillment > Packing Categories** and group products in reports. * **Audit trail**: creating, editing, and deleting categories is recorded in the activity log. * **Other open sessions**: when another admin changes a category, your list refreshes. ## Related Articles Set the company default units that apply when a category has none. Create the return-fee rules that charge restocking and handling fees. Review pricing levels, categories, units, and adjustments together. Create products and assign their category.