Product Category Tiles

Product Category Tiles


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  Settings > Categories.    

To make the tiles available on an event:
  1. go to  Settings > Team Settings
  2. select the Sales or Purchasing Team
  3. check the box under Product Category Tiles for the event

Note:  permissions are required to have access to system settings    
    • Related Articles

    • 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. ...
    • Category GL Assignment

      When creating a PO with line items that are not for a customer order that would later need journal entries to adjust, this can be done with Category GL assignment. Create a Category and assign a GL distribution account; ie. Office Supplies Add a ...
    • Product Images

      To add an image to a product, go to the product detail and drop the image on the cart logo. The Add Image window will pop up. Select "productImage" as the column and click Process File. This will add the image to the product and a thumbnail of the ...
    • Point Of Sale (POS) Order

      Point of Sale orders are designed to record a quick sale and immediate payment (or placed on customer account). A POS order would be used for a checkout or counter transaction where the inventory is in stock. The POS process is fairly ...
    • Syncing Product to ToolBx

      Products in Sandbox categories that have been linked to ToolBx categories can be synced to your storefront. How to sync a product from the Settings App Click on Data from left menu Click Products from the top menu Check Ecomm Products to see all ...