Categories group products in the Cabinet, archiving hides sizes you've stopped using without losing their history, and the export gives you a spreadsheet of everything. All three are in Cabinet › Manage.
Create a category
- Go to Cabinet › Manage.
- Under Categories, select Add.
- Enter a Name, like "Flea and tick".
- Under Products in this category, tick the products to include. A product can be in one category, so ticking one from another category moves it here.
- Select Save.
To retire a category, open it and select Archive. It stays on its products but isn't offered for new ones.
Archive a size you no longer use
- Open the product, and on the Supply tab select Edit on the size.
- Select Archive, then confirm.
It stops showing up when logging doses, and its history stays. If it's still in a routine, Recall tells you which one, so you can take it out. To bring it back, find it under Archived in Cabinet › Manage and select Restore.
Export a spreadsheet
In Cabinet › Manage, under Export stock, select Download spreadsheet. You need Reports & exports in your household role.
Note: A size with doses or restocks on record can't be deleted, because that would erase its history. Archive it instead.