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> Use this file to discover available pages before exploring further.
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# Categorize products by families

📌 [Available categories and subcategories](#available-categories-and-subcategories)

📌 [Family and subfamily levels](#h_5f5f05142a)

📌 [Review and adjust families from products](#h_5bbb7ff720)

📌 [Adjust families from documents](#h_58e8fbbca1)

📌 [How to read the category chart](#h_8bf2498287)

> **ℹ️ Automatic categorization**
>
> Products are **categorized automatically by default** when they are created from invoices or expenses. The system uses artificial intelligence to assign the most suitable family and subfamily based on the product name and the supplier.
>
> The information below lets you **review and adjust** these automatic categorizations when needed, or manually categorize specific products.

---

In haddock, your suppliers, documents, and products are categorized across three levels:

###### First level → Category

* Example: Drinks

###### Second level → Family

* Example: Wines

###### Third level → Subfamily

* Example: Red Wine

❗️**It is not possible to create new categories, families, or subfamilies.** These levels are predefined by haddock and **are not customizable**. You can only assign and select the options that appear in the available list.

### Available categories and subcategories:

## 🥑 RAW MATERIALS

**🍎 FRUIT AND VEGETABLES**
* Vegetables
* Tubers
* Mushrooms and fungi
* Fruits
* Nuts
* Legumes
* Seaweed
* Sprouts, shoots and flowers

**🥚 EGGS, DAIRY, AND DERIVATIVES**
* Milk
* Eggs
* Yogurt
* Cheeses
* Butter
* Other dairy derivatives
* Plant-based drinks
* Cream
* Cooking cream
* Condensed milk
* Evaporated milk
* Whey

**🍚 CEREALS, RICE, AND PASTA**
* Flours
* Cereals
* Rice
* Pasta

🧂**CONDIMENTS, SPICES, AND SWEETENERS**
* Spices
* Sauces
* Condiments
* Seeds
* Sugar
* Sweeteners
* Honey

**🧈 OILS AND FATS**
* Oils 
* Vinegars
* Fats
* Olive oils
* Vegetable oils

**🥫CANNED GOODS**
* Fish preserves
* Meat preserves
* Olives and pickles
* Fruit preserves
* Vegetable preserves

**❄️FROZEN**
* Ice
* Frozen vegetables
* Frozen meat
* Frozen ready-made products
* Frozen fish and seafood
* Frozen fruit
* Ice cream

**🥖 PASTRY AND BAKERY**
* Bakery
* Pastries
* Cakes
* Chocolates
* Cookies
* Doughs and sponges
* Desserts

**🍬 SNACKS**
* Sweet snacks
* Savory snacks

**🐟 FISH AND SEAFOOD**
* Fish
* Seafood
* Crustaceans
* Mollusks

**🍖 MEAT**
* Poultry
* Beef
* Game meat
* Pork
* Rabbit
* Lamb
* Cured meats
* Veal
* Cow
* Meat derivatives

**OTHER RAW MATERIALS**
* Staff meals
* Fifth-range products
* Whole-bean coffee

## 🍷 DRINKS

**NON-ALCOHOLIC DRINKS 🥤**
* Soft drinks
* Water
* Coffee and infusions
* Juices and granitas
* Alcohol-free beer

**ALCOHOLIC DRINKS 🍷**
* Liqueurs
* Beer
* Cider
* Spirits
    * Whisky
    * Rum
    * Vodka
    * Gin
    * Tequila
* Wines
    * Red Wine
    * White Wine
    * Rosé Wine
    * Sparkling Wine
    * Sweet Wine
    * Orange Wine
    * Vermouth

## 🧹 CLEANING

* **CLEANING PRODUCTS**
* **CLEANING UTENSILS**
* **CLEANING SERVICES**
* **LAUNDRY**

## 🍴 CONSUMABLES

**🍳 KITCHENWARE**
* Frying pans
* Pots
* Paella pans
* Food containers
* Oven trays
* Miscellaneous utensils

**🚴 TAKE AWAY (PACKAGING)**
* Boxes
* Bags
* Cutlery
* Cups
* Lids


**✉️ OFFICE SUPPLIES**
* Paper
* Toner
* Copying services

**🪑 TABLEWARE**
* Tablecloths
* Napkins
* Tableware
* Cutlery
* Glassware
* Miscellaneous utensils
* Disposable items

**📞 OTHER CONSUMABLES** 
* Uniforms
* Other consumables


## 🏠 RENTAL 

* **MACHINERY**
* **PREMISES**
* **LEASES**


## 🧹 MAINTENANCE

* **REPAIRS**

## 💧 UTILITIES

* **GAS**
* **WATER**
* **ELECTRICITY**
* **PHONE**
* **POWER**
* **FUEL**

## 🧑🏻‍💻 ACCOUNTING AND ADVISORY

## 🍴 COMMUNICATION AND MARKETING

## 💸 FINANCE

## 🎹 OTHER

## 💻 TECHNOLOGY

## 🪑 EQUIPMENT AND FURNISHINGS

## 🛵 DELIVERY

## 👤 PERSONAL EXPENSES

These family and subfamily levels can be assigned from products or documents.

---

# 🍎 Review and adjust families from products

Even though products are categorized automatically, you can **review and modify** these categorizations whenever needed to make sure they are correct.

💡 This lets you correct the category of specific products, distinguish products with different families within the same supplier, and make accurate comparisons by family or subfamily across all suppliers.

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

2. Click the product you want to review or edit, then click the three dots in the top-right corner.

You can adjust families individually or in bulk.

1. **Individual categorization**
 
 * Click the product you want to categorize to open its details page.
 * Go to the product **Edit** option.
 
 [![](https://storage.googleapis.com/helpdesk-haddock-images/products/categorize-products-by-families/images/01-review-and-adjust-families-from-products.png)](https://haddock-3b7d85aed41c.intercom-attachments-7.com/i/o/880084928/f2a1bc91290db24603426fec/zCGfO1gL3sT_tbD3Yx53W9bWLoZ9TMRMk8BhAToX_WwWEi2jJQZB-5heBt49QsHW64NjvUrHYlR-pvISxTSK-LvGR8j71xkEVOL9gZcnIWqREOJz4ab-OcT1P69X7M7Drfu7cOETqGymn70xVn6K-D8jBBz3IODFWrwD9qn3SODQgt7Htrlr5hBWy-ppbQ?expires=1755014400&signature=9fb905ec88b4dd58ec0b045026d4d476f54d1ae5df5fb35cf388f294c63d97ab&req=fCgnFsF6lINXFb4f3HP0gOTalTIf4HqjyPmr8uskJ81ug3%2BNqpHM5Cufbirn%0ARhyuy34xncQlfBXIGQ%3D%3D%0A)
 
 * In the **Categorization** section, select the families and subfamilies this product belongs to.
 
 [![](https://storage.googleapis.com/helpdesk-haddock-images/products/categorize-products-by-families/images/02-review-and-adjust-families-from-products.png)](https://haddock-3b7d85aed41c.intercom-attachments-7.com/i/o/880084942/e599ac7266a802c9c6df7bf2/3KloD0jrMR-LtFuO9b4bbJhoiBvawaX0y2OG1l9sZ4Sv5ThV8tZOJQfxgO7Ds3ZDqR1i5GTKQxYYHxXeyiiAO-E8t0BlBpUMmgwdQLx1U2RJTvAOV2uZKLfes460YA0BgY-ykgVTbnClINqA0hSgxnR6w_mc8nTiW7FDXLDfF8y9ZzBHgLFUBDfnLYaCDA?expires=1755014400&signature=be110316d9683290490d54ac8f219acf43707d366081fcd2e1199673308c97db&req=fCgnFsF6lIVdFb4f3HP0gH8MCunh4KRZE8lrljeEpD3lAy0pHa63d0GE8AAR%0ApGlOVavJx0OA1B6yMw%3D%3D%0A)
 
 **2. Group categorization**

* From the products list, select the products you want to categorize **by clicking the** ✅ on the left side of the row.

[![](https://storage.googleapis.com/helpdesk-haddock-images/products/categorize-products-by-families/images/03-review-and-adjust-families-from-products.png)](https://haddock-3b7d85aed41c.intercom-attachments-7.com/i/o/882164085/a3d113d95efdfc6d4554fe90/Z7z4B5Gqpd9PSsXAQ2ZRy-FjSmFARCe_zHnIcya2l_BbCcmz2las3oxHNO3-ZT_h8tx29ZmeD0RlCm-kspLlt3vgqNcCKqvp4Ktjb-_J4vK9TSYV5lsh2K9dlwpUyvf17grxffa7WtzxUAEYa23SpsVTMQfpwHVDOR6d3Dn4j6Tk0nMiEIzrgcPj5ziVQQ?expires=1755014400&signature=a6c226ed5c698f5c22f44da43a174caac5f520405a82304cdad7d1ce237bc07b&req=fCglF896nYlaFb4f3HP0gDb1zdEhYx0bivBWVJAct%2FzUIQmJpR42x7NYmDeX%0ABGml0%2BddsvKbLRgCqA%3D%3D%0A)

* Click **"Edit"** in the bar that appears **at the bottom of the page**.

[![](https://storage.googleapis.com/helpdesk-haddock-images/products/categorize-products-by-families/images/04-review-and-adjust-families-from-products.png)](https://haddock-3b7d85aed41c.intercom-attachments-7.com/i/o/882164100/2992f455b3c2f3277623ea2a/wGg5abM1k9CRVroq0h2q4upkiDTZ_zwKs3RLnpWijRrmoJytZBxngAbB6wYfshpzLtY14AvcAlpUUitRYsLP3VD8q4kpeb-Qyy_jZtQrXnrRDM0-5oYqH4T2RUXeIeTjdpOzn0-lR1yCgGo5ij7gESpZwr-vnfvVmTy5OtKyI7vOq5tpgIYEqRcDTQQh5w?expires=1755014400&signature=c1760c84d0185fd175b0582c79ff52c78e2c85b302889929fb06ec39fb5506c7&req=fCglF896nIFfFb4f3HP0gCLpFwUHdz%2Bk2iyYqxaPrWCIO0G%2FhY93CGBeRxq1%0A%2Fb%2FtobvOxTudwkIjKA%3D%3D%0A)

* In the **Categorization** section, select the categories, families, and subfamilies that apply to the products.

[![](https://storage.googleapis.com/helpdesk-haddock-images/products/categorize-products-by-families/images/05-review-and-adjust-families-from-products.png)](https://haddock-3b7d85aed41c.intercom-attachments-7.com/i/o/882164111/49917c62028cb45c65192514/oq9UcQB2zT4rIPKzRslApqF5BhisKvR5ggY0JNWavc7L5tqUS7dVZx_8ssey-8lqohQO7kxefPKSFMgWi4t5BS9MeJVIU2Mqp3FgQKD6cLQg55SCNePdVQbdiG6EG_XSx0GnQceRwflcZ32mT413Y8w5CpXvpKyy20vF87K_VgkBucwF8ng63zCGxxJRBQ?expires=1755014400&signature=01fb8c60a011cbd91f4dc5239354f193b7167532315ff3774034a56543cdb916&req=fCglF896nIBeFb4f3HP0gP%2F5VeyV5pyUgRa2w%2BiS%2FABnK%2FiL%2BWtCRUKSadZg%0AhzjJsyJ6ExcB1dnxOQ%3D%3D%0A)

---

# 📄 Adjust families from documents

📎 When you need to apply a specific category to all the products in a document, you can set it directly when uploading it or edit it afterward.

⚠️ **Important note**: Product-level categorization takes priority over document-level categorization. If a product has already been categorized automatically or manually, it will keep its original category unless you change it individually.

1. **Assign a category to the document during upload**

* To **apply a category to all products in the document**, select the category, family, and subfamily within the Categorization section. This category will be applied to all products in the document that do not yet have an assigned category.

[![](https://storage.googleapis.com/helpdesk-haddock-images/products/categorize-products-by-families/images/06-adjust-families-from-documents.png)](https://haddock-3b7d85aed41c.intercom-attachments-7.com/i/o/882164119/15ab5e1892a94a21118863f2/zamRAjxgSPWIyGPuVC4YoeC3nUWb1k0Z8-Jigu8MjhOmhFpLNiPivIR0dAV1LUgcK6b0VLPTwm-IRDLn2LilXqGGxfNqzsgQbtpAncNKXUGAIbgzOcpgdfRgNj27RTKty_7W0aopjcGJpriEH7f3QOSpO6492iC1rp9VzLCydGLGPfJ6dGaVx16RDagjcg?expires=1755014400&signature=10ecac9a41d83a6c1a93699ec63c7894d1b80dd0177c68df6ec86c24148e2822&req=fCglF896nIBWFb4f3HP0gCjCa%2Br%2Faq5NBDS9W%2FVys3Gqy1MnsETx0%2B6ixQXN%0ArrCTlS31a4nGJpfeeQ%3D%3D%0A)

2. **Edit the category of an already digitized document**
 
  * Go to the 📄 **Documents** section in the side navigation bar.
  * Find the document whose category you want to change.
  * Click the **menu icon (three dots)** on the document row and select **Edit**.
  * In the dialog box, find the "Category" field and select the appropriate category, family, or subfamily.
 
 [![](https://storage.googleapis.com/helpdesk-haddock-images/products/categorize-products-by-families/images/07-adjust-families-from-documents.png)](https://haddock-3b7d85aed41c.intercom-attachments-7.com/i/o/882164131/6c155df4c984b7809a526653/4MT_TE80BSF1f47fbhRcyHzSDFx7WCoVZnQ6o7PhYwBm3Sb0kc7rhpHbyW4I2kLT0T5Bp6XpOmmZtONTFos0l9uAM1c0_p1tKHx34WUVIRpHUSnxBX4Lssnp46BhXu3_a5X9c7W640vsvQrnB1Cja_xJ69mdPue6sWyFuS3tp3qpXwMv3zdRYz6lVZmpnA?expires=1755014400&signature=dbf5c42d2df00dbb4ed668c28ec6b9a23d16e61994aad00d5db6738ab2106a0f&req=fCglF896nIJeFb4f3HP0gDJrBRDIib%2FQGIi%2Fmzr%2F1Z1r7wi79N%2FLC79WfcP0%0ANEbmrwE%2FN%2BKXCDjrgw%3D%3D%0A)

⚠️ **Categorization hierarchy**: Product-level categorization takes priority over document-level categorization. For example, if you assign the 🍖 category to a document, but one of its products was already categorized as 🐟 (automatically or manually), that product will keep the 🐟 category.

❌ **It is not possible to categorize products directly from the supplier profile.**

---

# 👀 How to read the category chart

To access the category chart, go to **Dashboard** and then select the **Categorization** chart.

You will get a detailed view of your restaurant costs through the dynamic chart. You can analyze total costs broken down by categories, families, or subfamilies.

* For a more specific view of a particular category or family, simply click the category or family you want to explore. The chart will update automatically to show the families or subfamilies within that category.

![](https://downloads.intercomcdn.com/i/o/882174884/c18dfd49d02d201feae4df52/Captura+de+Pantalla+2023-11-13+a+las+11.58.18.png?expires=1755014400&signature=be58e8e5681a2f7f52d739e9481ee6408bd0971dc9d7e8f695fa75d1186224bb&req=fCglF856lYlbFb4f3HP0gJVi4Y6UFTd%2BYeW8OzQTigsLYiWWba9CSowspX2%0Ab%2FExrKesl5FmCDSF3w%3D%3D%0A)