Configuring Product Categories

Back to  Products Main Page

Table of Contents

Navigating to Product Categories

CONFIGURATION > FOUNDATION APPLICATION > PRODUCTS > SET UP CATEGORIES

What are Product Categories?

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

  • 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 Categories Validations & Restrictions

ActionValidationsRestrictions
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 Product Categories are still visible on 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'.