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Back to  Products Main Page

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Learn how you can to configure Products Categories

What does this section cover?

Product Categories

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Navigating to Product Categories

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What are Products  Categories

CONFIGURATION > FOUNDATION APPLICATION > PRODUCTS > SET UP CATEGORIES

What are Product Categories?

Product Categories are is a module used to classify products into generic groups based on specific similar shared attributes that they share. Categories are configurable in the system System and their they can number can be in the hundreds. Categories They are following a hierarchical tree structure.

Creating, Editing & Deleting
  • Navigate to Product Categories and explore existing entries via the Summary page.  Product Categories follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
  • Click on the link (Name or Number) of the entry of your interest to open a modal with the related details. Select an existing Product Category for the 'parent' to make the specific Category a 'child', or erase the 'parent' name to make the Category a 'parent' itself.
  • Either SAVE the changes or cancel (X) and go back to the Summary page. 
  • Create a new Product Category (ADD) or delete an existing one (REMOVE)
  • Use EXPAND ALL  to view 'parents' and 'children' and COLLAPSE ALL to only view 'parents'.

Check the Validations & Restrictions Table below for a list of available Actions when working with Product Categories including each Action's related validations and restrictions.  View the Attributes Table for a comprehensive description of Product Categories fields.

 

Product CategoriesImage Added
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validations
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Validations & Restrictions

  category its
ActionValidationsRestrictionsAdditional InformationGeneral 
Create
  • Mandatory Fields must be defined
  • Name and Code must beunique
  • Not applicable
Edit
  • Mandatory Fields must be defined
  • Name and Code must beunique
  • Not applicable
Delete
  • Cannot delete a
  • Product Category if
  • it is the 'parent' node.
Deleted Products categories  Deleted Product Categories are still visible on Products which were created using those categories.

 

Include PageConfiguring Categories - GlobalConfiguring Categories - Global 
entries they were used to create.

Attributes

An * indicates a field is mandatory.

Name

Description

Name*The name of the Product Category.
Code*A code for the Product Category.
DescriptionA description of the Product Category.

Parent

The parent of the Product Category, unless if the category is a 'root'.

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