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Configuring Product Categories
Configuring Product Categories
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.
Validations & Restrictions
Action | Validations | Restrictions |
---|---|---|
Create |
|
|
Edit |
|
|
Delete |
| 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. |
Description | A description of the Product Category. |
Parent | The parent of the Product Category, unless if the category is a 'root'. |
, multiple selections available,
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