Every inventory item belongs to one category, and can optionally sit inside a subcategory folder within that category. Categories are defined per vessel, so two yachts in the same fleet can organise their stock differently. They appear under Inventory in the sidebar, each with the number of active items it holds.
A new vessel starts with Spares, Uniforms, Safety, Assets, Provisions and Other, which you are then free to adapt.
Managing categories
Open Vessel Settings (the gear icon in the header) and choose the Inventory tab. The tab lists the vessel's categories under Inventory Categories.
From there you can:
- Add a category with the plus button next to Inventory Categories, then type its name.
- Rename a custom category with its pencil button. A name cannot be empty, and the names Spares and Uniforms are reserved.
- Reorder categories by dragging them. The order you set is the order they appear in the sidebar.
- Delete an empty category with its bin button, or Restore a deleted built-in category (Spares or Uniforms).
Editing categories requires the Vessel Settings → Edit permission; without it the tab is read-only.
When a category cannot be deleted
- It still holds items. A category can only be removed once it is completely empty — the check counts archived items too, so archive and permanently delete the remaining items first.
- It still has subcategories. Remove its subcategories in the inventory view before deleting the category.
- It is Spares while Maintenance is active. Spares is the built-in category that links parts to equipment components and cannot be deleted while the vessel's Maintenance module is enabled.
The built-in Spares and Uniforms categories cannot be renamed. If either is deleted when empty, you can restore it at any time from Vessel Settings → Inventory.
Subcategories
Inside each category you can organise items into a folder tree up to three levels deep (with folder names up to 100 characters).
Subcategories are managed directly in the inventory list rather than in Vessel Settings:
- Create — click Add subcategory above the item list (or the plus icon on a category or folder in the left-hand tree) to open the Add subcategory window, enter a Name (up to 100 characters), and choose Save. Sibling folders at the same level must have distinct names. Subcategories are also created automatically when a bulk import spreadsheet includes new folder paths.
- Rename — use the edit icon on the folder in the tree to open Rename subcategory.
- Move or reorder — drag a folder in the tree to reorder it among its siblings or drop it inside another folder in the same category, provided the resulting depth stays within three levels.
- Delete — use the delete icon on the folder in the tree. A subcategory can only be deleted when it contains no subfolders and no items (active or archived).
Creating, renaming and moving subcategories requires the Inventory Edit permission for that category. Deleting a subcategory requires the Inventory Delete permission for that category.
The Uniforms category
Each uniform variant is its own item, for example "Navy polo – M – Male" with its own quantity. Items in Uniforms carry three extra optional fields — Size, Gender (Male, Female or Unisex) and Color — and the category's list can be viewed and filtered by all three. Quantity, minimum and maximum levels, subcategories, alerts and use in tasks work just like any other category.
Changing an item's category or subcategory
You can change an item's Subcategory at any time by editing the item. On the edit form the Category field is locked to the category the item is in, though the AI assistant can propose moving an item to another category (when you hold Edit permission on both categories), which clears its subcategory unless a new one is specified.
On vessels running the on-board app
For a vessel whose inventory is managed on board, the Inventory settings tab shows a Managed on board notice and both categories and subcategories are read-only in the cloud — changes are made in the on-board app.