What does this section cover?

What are Products Categories?

Action	Restrictions	Additional Information
General
Delete	.	Deleted Products categories are still visible on Products which were created using those categories.

Name	Description
Name*	The name of the category
Description	The description of the category
Code*	The code of the category
Parent	The parent of the category, unless the category is a root

Action	Icon
View all categories (Parents and Children)
Close all categories and only view Parents
Parent Category with children
Child Category with no children

Navigate to category of the entity which is found in the Module Configuration section
Click on Expand All to look at the tree structure and all available categories
Creating a new Category
Follow the steps below In order to add a new Category:
1. From the Categories summary screen page click on "Add Category"
2. Add Category modal opens where you can provide the required information
  1. Parent: You can search for existing categories to set as parents to the new category that you are adding
    If you don't add anything then the new category will be added as a Parent
  2. Name
  3. Code
  4. Description
3. Click on "Save" to close the modal
Modifying a Category
Follow the steps below In order to modify an existing Category:
1. Click on "Expand All" to see all the defined categories
2. Click on the name of the category you would like to update
3. The Edit Category modal opens, where you can update the category information, change the parent, or remove the parent
4. When you are done click on "Save" to close the modal
Deleting a Category
Follow the steps below In order to delete an existing Category:
1. Click on "Expand All" to see all the defined categories
2. Check the box located at the left hand side of the category you would like to delete
3. Click on "Remove" found at the top of the tree structure

Page:

Copying an Existing Product — Find out how to create a new product using an existing product as a template
Page:

Understanding Products — Understand the usage of Products within CRM.COM
Page:

Managing Products — Learn to work with Products
Page:

Configuring Product Types — Learn to configure Product Types
Page:

Configuring Product Families — Learn to configure Product Families
Page:

Configuring Product Categories — Learn to configure Product Categories
Page:

Configuring Product Brands — Learn to configure Product Brands