A category attribute is a default custom field stored on a category in Category Markup. When someone creates a new price book or inventory item in that category, those fields can pre-fill automatically. Go to Settings to Category Markup (/settings/category-markup). Find the category row (note context : Price book, Inventory, or All).
Define default attribute name/value pairs per category. Scope defaults to Price book, Inventory, or All contexts. Pre-fill the Attributes section when staff creates a new item in that category. Merge new attribute keys from saved items back into category defaults over time (as your team adopts common fields). Admin or settings access to Category Markup. Categories already defined for your price book or inventory taxonomy. Team agreement on consistent attribute names (spelling and capitalization). Under Default attributes, add pairs, for example: - Brand to (leave blank. Choose the correct context (Price book, Inventory, or All). Price Book or Inventory to Add. Select a Category with default attributes. The Attributes section pre-fills (new items only, not when editing existing items). Defaults apply on create, not when changing category on an existing item. There is no bulk “push category defaults to all existing items” action. /settings/category-markup step 5 is Set up category attributes.
Overview
Category attributes are default custom fields stored on a category in Category Markup. When someone creates a new price book or inventory item in that category, those fields can pre-fill automatically.
How to access
- Go to Settings → Category Markup (
/settings/category-markup). - Find the category row (note context: Price book, Inventory, or All).
- Click Edit on the category.
How do you define default attribute name/value pairs per category?
Define default attribute name/value pairs per category.
- Define default attribute name/value pairs per category.
- Scope defaults to Price book, Inventory, or All contexts.
- Pre-fill the Attributes section when staff creates a new item in that category.
- Merge new attribute keys from saved items back into category defaults over time (as your team adopts common fields).
Prerequisites
- Admin or settings access to Category Markup.
- Categories already defined for your price book or inventory taxonomy.
- Team agreement on consistent attribute names (spelling and capitalization).
Step-by-step
Set up category attributes
- Settings → Category Markup.
- Edit the target category.
- Under Default attributes, add pairs—for example:
Brand→ (leave blank for staff to fill per item)Warranty→1 year
- Choose the correct context (Price book, Inventory, or All).
- Save.
What happens when staff creates an item
- Price Book or Inventory → Add.
- Select a Category with default attributes.
- The Attributes section pre-fills (new items only—not when editing existing items).
- Adjust per-item values and save.
Current limitations
- Defaults apply on create, not when changing category on an existing item.
- There is no bulk “push category defaults to all existing items” action.
- Attribute search/filter depth varies by list view; not every attribute is a first-class filter column.
- Public website attribute search depends on widget configuration (see Website Widgets).
Roadmap
- Bulk apply category attribute templates to existing items.
- Richer filtering and reporting by attribute across price book and inventory.
- Validation rules (required attributes per category).
Category defaults fill attributes only when someone creates a new item in that category. Changing the category on an existing capacitor does not rewrite its attributes. Spell the attribute name the same way every time, including capitalization, or search and website widgets treat them as different fields. There is no button that pushes a new default onto every item already saved.