- 1
set a category when you add a vendor
the category dropdown sits right in the new-vendor form. pick the closest fit — you can change it later.
- 2
filter by category from the list
the catfish list has filter chips for each category. one click narrows you to just "materials" or just "software."
- 3
use it for spend analysis
categories also make the trailing-12-month spend report readable. "$48k on materials, $14k on software" tells you where the money goes way faster than 60 line items in alpha order.
tipif none of the built-in categories fit (you have a weird supplier — like "livestock feed"), pick "other" and put the real category in the notes field. catfish doesn't support custom categories yet.
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