> ## Documentation Index
> Fetch the complete documentation index at: https://docs.inventory-hq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organize Inventory and Equipment with Categories

> Learn how to create and manage categories in Inventory HQ. Categories group both inventory and equipment for cleaner filtering, reporting, and bulk imports.

Categories keep your inventory and equipment organised in Inventory HQ. Each category row shows its inventory count and equipment count, so you can see at a glance how many items are grouped under it. Categories are used in filters, reports, and your bulk import template.

## Managing categories

<Info>
  Only Company Admins can manage categories.
</Info>

Each category has four row actions:

| Action               | What it does                                                       |
| :------------------- | :----------------------------------------------------------------- |
| **Edit**             | Rename or update the category                                      |
| **Assign Inventory** | Attach materials to the category in bulk                           |
| **Assign Equipment** | Attach equipment to the category in bulk                           |
| **Delete**           | Remove the category. Items keep existing, they simply lose the tag |

Items can also be tagged from the other direction, using **Assign to Categories** on any inventory or equipment row.

<Tip>
  Categories are what keep the Inventory and Equipment filters usable once your list runs to hundreds of items. Set them up during initial setup, since they are also pulled into your bulk import template.
</Tip>

## Related articles

* [Units](/settings/units) - Configure measurement units before building your inventory list
* [Bulk Import](/inventory/bulk-import) - Download the import template after categories are configured
* [Adding Items](/inventory/adding-items) - Add inventory and tag it to categories