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# Categorise products by families 🌈

📌 [Levels of families and subfamilies](#h_f51f003675)

📌 [Assign families from products](#h_7043f8e6ae)

📌 [Assign families from documents](#h_77ee34dab9)

📌 [Assigning families from suppliers](#h_ec3202ec3d)

📌 [How to interpret the category chart](#h_34f2a66abb)

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In haddock you will have your suppliers, documents and products categorised by three levels:

* First level ****Category****
* Example: Drinks
* Second level ****Family****
* Example: Non-alcoholic drinks
* Third level ****Subfamily****
* Example: Soft drinks

These new levels of families and sub-families are not customisable and follow a logical and useful pattern so that you can group all your products under the following categories:

## 🍷 DRINKS

1. ****NON ALCOHOLIC DRINKS****
2. Soft drinks
3. Water
4. Coffee and Teas
5. Juices and Slushies
6. ****ALCOHOLIC DRINKS****
7. Liquor
8. Distillates
9. Beer
10. Red wine
11. White wine
12. Rose wine
13. Sparkling wine

## 🥑 RAW MATERIALS

1. ****🍖 MEATS****
2. Poultry
3. Ox
4. Game meat
5. Pork
6. Rabbit
7. Lamb
8. Cured
9. Beef
10. Meat by-products
11. 🐟 ****FISH AND SEAFOOD****
12. Fish
13. Seafood
14. Crustaceans
15. Molluscs
16. ****🍎 FRUITS AND VEGETABLES****
17. Vegetables
18. Tubers
19. Mushrooms
20. Fruits
21. Nuts
22. Legumes
23. ****🥚 EGGS, DAIRY PRODUCTS AND DERIVATIVES****
24. Milk
25. Eggs
26. Yoghurt
27. Cheese
28. Butter
29. Other dairy derivatives
30. ****🍚 CEREALS, RICE AND PASTA****
31. Flour
32. Cereals
33. Bread and bakery products
34. Pastries
35. Rice
36. Pasta
37. 🧂****CONDIMENTS AND SPICES****
38. Spices
39. Sauces
40. Condiments
41. ****🧈 OILS AND FATS****
42. Oils
43. Vinegar
44. Fats

## 🍴 CONSUMABLES

1. 🪑 ****TABLEWARE****
2. Table cloth
3. Napkins
4. ****🍴 ROOM EQUIPMENT****
5. Crockery
6. Cutlery
7. Glassware
8. Miscellaneous items
9. 🍳 ****KITCHEN EQUIPMENT****
10. Frying pans
11. Pots
12. Paella pan
13. Lunch boxes
14. Oven trays
15. Various utensils
16. ****🚴 TAKE AWAY (PACKAGING)****
17. Boxes
18. Bags
19. Cutlery
20. Cups
21. Covers

## 🧹 OTHER CONSUMABLES

1. 🧹 ****CLEANING****
2. Cleaning products
3. Cleaning utensils
4. Others

These new levels of families and sub-families can be assigned from products, documents or the supplier profile.

# 🍎 Assign families from products

To keep a more detailed breakdown of your categories, you will need to categorise at product level.

💡 This will allow you to differentiate products with different families and subfamilies within the same supplier, as well as to make comparisons by product families or subfamilies between all suppliers.

👀 You will get a clearer overview of all your products and you will be able to see it reflected in your graphs.

1️⃣ Go to the 🍎 ****Products**** section in the side navigation bar.

2️⃣ Click on the product you want to categorise and click on the three dots at the top right.

You can categorise products individually or by group.

1. ****Individual categorization****

* Click on the product you want to categorise.
* Click on the top right corner, three dots and go to settings.
* Select the families and subfamilies to which this product belongs.

****2. Group categorisation****

* From the product list select the products you want to categorise by clicking on the ✅ on the left of the line.
* Click on "****Edit****" in the bar at the ****bottom of the page****.
* In the Categorisation section, select the categories, families and subfamilies that apply to the products.

# 📄 Assign families from documents

📎 Categorise all those products contained in a document directly by setting a category, family and sub-family to the whole document.

The categorisation can be done when uploading the document or edited after uploading.

1. ****Categorising a document during upload****

* To categorise a document, simply add a category, family and sub-family within Categorisation.

2. ****Edit the category of an already scanned document.****

* Go to the 📄 ****Documents**** section in the side navigation bar.
* Select the document you want to categorise.
* Click on the edit ****icon next**** to the "Category" section and add the categories, families and subfamilies that will be assigned to all the products in the document.

# 🚚 Assign families from suppliers

By entering a category, family and sub-family at supplier level, all documents and products of that supplier will be subject to this categorisation.

This may be useful for ****those suppliers from whom only specific products of the same category, family or sub-family are purchased.****

To edit products from suppliers:

1. Click 🚚 ****Suppliers**** in the side navigation bar.
2. Select the supplier you want to configure.
3. Select the category of this supplier.

The categorisation of a product overrides the others (document or supplier), so if we categorise a document as meat, and one of the products within this document had previously been categorised as fish, this product will still maintain its fish configuration.

# 👀 How to interpret the category chart?

To access the category chart you will need to log in to the ****Dashboard**** and then select the ****Categorisation**** chart.

You will get a detailed view of your restaurant's costs through the dynamic graph. You can analyse the total costs broken down by category, family or sub-family.

For a more specific view of a particular category or family, simply click on the category or family you want to explore. The chart will automatically update to show the families or sub-families in that category.