Product Categories
Product Categories can be created to group products or services. Categorization will help with easier navigation using product tiles on order entry, creating physical count lists, sales reporting, and benefit greatly in transitioning to ecommerce.
Categories can be nested and have as many levels as needed. Every Parent category can have many Child categories, with many Grandchild categories... and even Great Grandchild, if necessary. Once the product category structure is created, products can be assigned to end product categories on each tree. There are different ways to assign product to product categories;
- from product detail
- dropping product on the category
- through product upload
Interactive Demo: Add product to categories
Creating Categories
To create a new category (security access required);
- click on settings
(bottom left of screen)
- click on Categories
- add name in Create New Category
- select a category colour using dropdown
- Click create
- Maneuver product category to desired location
- drag and drop onto another category to nest (child/grandchild). A plus symbol will display beside name
- sort the categories by dragging category up or down. An arrow and lines symbol will be beside name
Related Articles
Mapping Categories between Sandbox and ToolBx
Product categories setup in ToolBx will need to be linked from Sandbox to be able to select product for inclusion in ToolBx. To link Sandbox to ToolBx; Open Categories from Sandbox Settings (bottom left corner) Select the Category to link to ToolBx ...Product Record Detail
Below are some of the common product detail fields, but not all fields may be on the product canvas. Other fields can be added and be updateable to the product detail record. Inventory - Checked will make this a stocking product, otherwise the ...Setting up Categories in ToolBx
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The product category tiles can be made available on events for easy access to drilldown to find products. Twenty first level categories can be displayed on the bottom portion of the line entry window. Categories are added and formatted through ...Adding New Categories or Sub-Categories
Please click the link below to learn how to add new Categories and Sub-Categories. https://app.arcade.software/share/Bs1K6i7SvJwfUtltmkHn