Category Cleanup

A 4-step approach to help you organize your categories within The Edge.
NOTE: The Edge comes with default, recommended categories. Though there may be reasons to vary a bit, we strongly encourage that you use a category structure very similar to that provided with The Edge. It will provide best use of analytical tools and better organization of items.


  1. Plan the best categories
  2. Create new categories as needed
  3. Mass move items to the categories in which they belong 4.
  4. Clean up unneeded categories.


  1. Plan the best categories
    We recommend that you start by comparing your existing Edge category list (Inventory → Categories → List) with the default list shown later in this article series in the section entitled Default Category List and review the differences.
    For example, you may find that you have categories that are nearly the same, just labeled differently. Or you may find that your categories have gotten too specific; for example, categories should not go to the vendor level.
    Using the default list as your guide, make a list of what you want your categories to be, and therefore what categories should be created, what categories should be merged or moved, and what categories should be eliminated. Then proceed with creating new categories as needed.
  2. Create new categories
    To create a new category, use Inventory > Categories > Add
    After you have created your categories, you can begin looking at items to see how they should be categorized.
    To move all the items out of a category into another, read about Mass Move of items.
  3. Mass move items to new categories as needed
    In The Edge, you can mass move merchandise from one category to another. This works for items of all pricing methods, types, and statuses.
    Before you begin:
    • Backup The Edge database.
    • Plan the mass move of items carefully according to the category decisions made previously.
    • Note that moving inventory items CANNOT be undone. You may choose to move a selection of items again, but the former item numbers are deleted and will never be re-used.
    • Note that you must reprint the new tags for the items immediately after moving the items, so there is no trouble looking up the merchandise with the new item numbers.
    To move items en masse:
    1. Go to Inventory → Items → Find.
    2. Specify the criteria necessary to find the selection of items to move into a particular category. It might be as simple as filtering to the category you ultimately wish to remove.
    3. On the Type & Status tab, check each of the types and statuses that should be moved.
    4. Select OK to view the results. When filtering for items to move, be sure to include all types and status so no sold, layaway, etc. items are left behind.
    5. From the resulting list, right click and select Show Checkboxes.
    6. Check the items you want to move (if appropriate, select Check All).
    7. Select Supervisor > Move Items to a New Category.
    8. Select the new category.
    9. Select OK. You will be prompted to confirm.
    10. Confirm the operation. You will be reminded to retag the items.
    11. Select OK.
    1. Clean up unneeded categories
    After you have all items in the desired categories, you can disable unused categories.
    To do so:
    1. Before disabling a category, you must first move all the items out of it. This includes all inventory types, even sold. To do this, read about Mass Move of items.
    2. Verify that you have reprinted tags for items that were moved.
    3. If you have not already done so, rename categories as needed to match the inventory within it as well as Edge recommended categories.


For more information including a default category list and a handy Category Cleanup tip sheet, click the button below or visit and type in Category Cleanup. Ready for more? Take a look around the rest of the site for additional features and tools that can help you empower your business.