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

# Categories

> Keep the lists your team picks from across Digital Florists: task categories, order sources, stock adjustment reasons, event and design types, recipe, media and petty cash categories.

The **Categories** tab holds the short lists your team picks from elsewhere in Digital Florists, from the category on a task to the reason for a stock adjustment.

<Info>
  **This page covers features gated by Admin-tier permissions** — typically Settings access. Admins have these by default; your administrator can adjust who has them in [Settings > Team](/settings/team).
</Info>

Go to **Settings** > **General** and open the **Categories** tab. Pick a list on the left and its entries appear on the right, with a count beside each list so you can see what's filled in. Lists for Events or point of sale only appear when your plan includes them.

<Frame caption="Pick a list on the left to add, rename or recolour its entries.">
  <img src="https://mintcdn.com/digitalflorists/ucOr_I0MxOIdzllm/images/Settings/settings_categories.png?fit=max&auto=format&n=ucOr_I0MxOIdzllm&q=85&s=c88c9ceaa3b5e89fe921d65aee624608" alt="Settings Categories tab listing eight lists with counts, with Task categories selected and showing five colour-coded entries: Appointments, Housekeeping, Wedding, Funeral and General" width="1503" height="1020" data-path="images/Settings/settings_categories.png" />
</Frame>

Every list works the same way. Click **Add**, fill in the fields and click **Create**. Click the edit icon on a row to change it, then **Save**. Where a list allows it, the delete icon on the row removes the entry after you confirm.

## Task categories

Your team picks a task category when they create a task, and the colour marks it in the task list. Give each category a **Name**, an optional **Description** and a **Colour**.

Task categories can be renamed and recoloured but not deleted, so rename one you've stopped using rather than leaving it empty. See [Tasks](/daily-operations/tasks#creating-a-task).

## Order sources

An order source records how the order reached you, such as Walk In, Phone or Website. Your team picks one on the order form, and [Insights](/analytics/insights) and the Order Sales report break sales down by it.

Each source needs only a **Name**. Drag the handle at the left of a row to change the order they appear in on the order form. See [Creating an order](/daily-operations/creating-an-order).

## Stock adjustment reasons

When someone changes the stock level of a product by hand, they pick a reason, such as Delivery Received or Damaged. Give each reason a **Label** and an optional **Description**.

Untick **Is visible** to keep a reason out of the list your team picks from, without deleting it. A hidden reason shows a **Hidden** tag in this list, and past adjustments that used it are unchanged. See [Adjusting stock](/storefront/inventory#adjusting-stock).

## Event types

Every event has a type, such as Wedding, Funeral or Corporate, chosen when the event is created. Give each type a **Name**, an optional **Description** and a **Colour**, and the colour marks the event on your calendar.

This list appears when your plan includes Events. See [Creating an event](/events/creating-an-event).

## Design types

A design type is a label such as Bouquet or Table Centre that you put on a recipe. Give each one a **Name**, an optional **Description** and, if you want labour costed for you, a **Labour %**.

The percentage is the share of a recipe's price set aside for make-up labour, and it shows as a tag beside the type in this list. This list appears when your plan includes Events. See [Design types](/events/recipes#design-types).

## Recipe categories

Recipe categories group your recipe library so your team can find a design quickly. Each one needs only a **Name**.

This list appears when your plan includes Events. See [Recipe categories](/events/recipes#recipe-categories).

## Media categories

Media categories group the images in your media library, by style, season or venue. Each one needs only a **Name**, and you pick a category for each image you upload.

This list appears when your plan includes Events. See [Media library](/events/media-library#categories).

## Petty cash categories

When someone records a petty cash movement at the till, they pick a category for it, such as Milk or Postage. Each one needs only a **Name**, and you can drag the handle at the left of a row to change the order they're offered in.

This list appears when your plan includes point of sale. See [Petty cash](/daily-operations/pos-end-of-day#petty-cash).

## What's next?

<Columns cols={2}>
  <Card title="Occasions" icon="cake-candles" href="/settings/occasions">
    The occasions your team picks on an order, and which ones send reminders.
  </Card>

  <Card title="Tasks" icon="list-check" href="/daily-operations/tasks">
    Create tasks and pick a category for each one.
  </Card>

  <Card title="Inventory" icon="boxes-stacked" href="/storefront/inventory">
    Adjust stock and record the reason.
  </Card>

  <Card title="Recipes" icon="book-open" href="/events/recipes">
    Recipe categories, design types and labour.
  </Card>
</Columns>
