--- title: Dynamic Categories description: Dynamic Categories --- [Skip to content](https://knowledge.techpos.ca/en/knowledge/dynamic-categories#main-content) [Customer portal](https://knowledge.techpos.ca/portal?hsLang=en) ![TECHPOS\_Full-Logo\_Brand-Colorsmaller](https://knowledge.techpos.ca/hs-fs/hubfs/TECHPOS_Full-Logo_Brand-Colorsmaller.png?width=500&height=125&name=TECHPOS_Full-Logo_Brand-Colorsmaller.png) Open main navigation Close main navigation - [Customer portal](https://knowledge.techpos.ca/portal) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.techpos.ca/en/knowledge?hsLang=en) 2. [Inventory](https://knowledge.techpos.ca/en/knowledge/inventory?hsLang=en) 3. [Categories](https://knowledge.techpos.ca/en/knowledge/inventory?hsLang=en#categories) # Dynamic Categories ## What changed? in one sentence: Categories have evolved from a simple flat list into a hierarchical structure, allowing you to create subcategories within parent categories and organize your products in a way that more closely reflects how your store is structured and how customers shop. Previously, all categories were arranged in one lengthy list. If you offered ten types of edibles, you either grouped them all under a single 'Edibles' category or created ten distinct, unlinked categories. ![](https://techposprod.blob.core.windows.net/newfeatureimages/2026_Agu_DynamicCategory1.png)   ⚠️ **Important**: All features described below are available **only when Dynamic Categories is enabled.** #### **The new categories way** Imagine categories functioning like computer folders. You can nest categories within others, with each one capable of holding even more. The term "dynamic" encapsulates this flexibility; design the structure as you wish and alter it whenever suits you. Like the example below:![](https://knowledge.techpos.ca/hs-fs/hubfs/undefined-Aug-24-2026-10-34-47-8990-PM.png?width=813&height=550&name=undefined-Aug-24-2026-10-34-47-8990-PM.png)    ![](https://techposprod.blob.core.windows.net/newfeatureimages/2026_Agu_DynamicCategory2.png)  #### **Words used in this guide** **![](https://knowledge.techpos.ca/hs-fs/hubfs/undefined-Aug-24-2026-10-34-47-4053-PM.png?width=826&height=125&name=undefined-Aug-24-2026-10-34-47-4053-PM.png)** #### **Why this helps?** - **Tidier lists:** Related categories are grouped together instead of scattered. - **Smarter filtering:** Select a parent category like *Flower*, and the system automatically includes its subcategories such as *Indica, Sativa,* and *Hybrid*, so you can filter everything at once without selecting each category individually.  - **Room to grow:** Adding a new product line means adding it in the right place, not making the flat list longer. #### **Adding a category inside another one**  When you create or edit a category, you can choose a parent category, which determines where it sits within your category structure.  ![](https://knowledge.techpos.ca/hs-fs/hubfs/undefined-Aug-24-2026-10-34-48-1441-PM.png?width=566&height=223&name=undefined-Aug-24-2026-10-34-48-1441-PM.png)  Select **None** when you want the category to be a **base category**. ⚠️ **Important:** Using **None** as the parent will create a base category. The **Dynamic Categories** feature must be enabled in **Settings** for this option to be available. #### **One category per product — unchanged**  **This has not changed.** Each product still belongs to **exactly one** category, chosen the same way as before. ![](https://techposprod.blob.core.windows.net/newfeatureimages/2026_Agu_DynamicCategory4.png) ⚠️ **Note:** Base categories cannot be a category of a product.  What has changed is that you can now assign a product to any category within the category hierarchy, including subcategories several levels deep. Choosing the most specific category is recommended, as the product will automatically be included when customers filter by any parent category above it. **Example:** A product in *Indica* also appears when someone filters by *Flower* or by *Cannabis*. You only set it once. **You never have to tick multiple categories.** Put the product in the most specific category that fits, and the parent categories take care of themselves. #### **Filtering: pick one category, get everything inside it.** This is the biggest day-to-day change. Previously, choosing a category filter matched **only** that exact category. Now, choosing a category matches that category **and everything nested inside it**.![](https://techposprod.blob.core.windows.net/newfeatureimages/2026_Agu_DynamicCategory5.png)  **Example** — filtering by *Flower* on a sales report now includes Indica, Sativa, and Hybrid products automatically. Before, you would have had to run the report three times. If you want just one specific group, pick the specific sub-category instead. You are always in control of how wide the filter goes: #### **Where will you see the new category filter?** The tree-style category picker has replaced the old flat dropdown across the system. You will find it in: #### **Reports:** #### **Inventory:** #### **Sales and marketing:** ![](https://techposprod.blob.core.windows.net/newfeatureimages/2026_Agu_DynamicCategory6.png) **Old reports still work.** Anything saved or scheduled before this update keeps running. The filter simply reaches further now — a parent category also covers its sub-categories.   #### **The POS category filter is now a tree**  On the POS screen, the category filter is now a searchable tree instead of a flat list. ![](https://techposprod.blob.core.windows.net/newfeatureimages/2026_Agu_DynamicCategory7.png) **How to use it:** ![](https://techposprod.blob.core.windows.net/newfeatureimages/2026_Agu_DynamicCategory8.png)![](https://techposprod.blob.core.windows.net/newfeatureimages/2026_Agu_DynamicCategory9.png) On the POS, the **base categories cannot be selected directly** as a filter, you select the real categories inside them. This keeps cashiers on meaningful groups rather than the top-level containers.   #### **Reordering: drag to rearrange and re-home categories**  The category list is now **drag-and-drop**.  Reordering does more than change the display order. It also lets you move a category to a different place within your category structure.   **Dragging a category lets you do two things at once:** When you move a category, **everything inside it moves too**. Moving *Flower* also moves Indica, Sativa, and Hybrid, and the products stay with their categories throughout. Nothing is unassigned or lost. **⚠️Two things the system will not let you do, to keep the structure valid:** #### **Base categories are protected** Your store’s **base categories**, which are the top-level categories such as *Cannabis* and *Accessories*, are locked by default. They cannot be moved or rearranged. This is deliberate. Base categories are tied to reporting, compliance, and how products are classified, so an accidental drag at the top level could affect far more than it appears to. Everything **inside** the base categories is freely editable. You can add, rename, reorder, and re-home your own sub-categories at any time without unlocking anything. For almost all everyday work, the lock never gets in your way. **Unlocking base categories** If you genuinely need to rearrange at the top level, an administrator can turn on: **Settings → “Enable Reorder Base Product Categories”![](https://techposprod.blob.core.windows.net/newfeatureimages/2026_Agu_DynamicCategory10.png) ** With the setting **off** (the default), attempting to move a base category is refused with the message *“Change Base Categories not Allowed”*. With the setting **on**, base categories become draggable like any other. ⚠️ **Turn this on only when you actually need it, and turn it back off afterwards.** Rearranging base categories affects how products are classified and how reports group your sales. If you’re unsure, leave this option turned off and organize your products within the existing base categories. 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