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Learn how you can to configure Products Categories |
Product Categories |
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Table of Contents
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Navigating to Product Categories
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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.
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Action | Restrictions | Additional InformationValidations | Restrictions | |
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Create |
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Edit |
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Delete |
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| Deleted Products categories Deleted Product Categories are still visible on Products which were created using those categories. |
entries they were used to create. |
Attributes
An * indicates a field is mandatory.
Name | Description |
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Name* | The name of the Product Category. |
Code* | A code for the Product Category. |
Description | A description of the Product Category. |
Parent | The parent of the Product Category, unless if the category is a 'root'. |
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