Categories
Categories are used to categorize Items at a high level, i.e. Manufacturer, Laptops, Electronics, Men.
To set Categories on Items, go to:
PRODUCTS/SERVICES > Items > Select an Item > Classification tab.
Create a Category
A new Item Category can be defined in the following ways:
Use Item Categories | To manually create a new Item in Salesorder, go to: PRODUCTS/SERVICES > Item Categories > + |
Import a Category | Categories that don’t exist in the system can be imported via the Import Items template. To import Item Categories into Salesorder, go to: SETUP > Import Data > Items If you’ve manually set up Items in the system, these will be matched by the import function provided an identical value is present in the respective column. To learn more about the import functionality, refer Using Import After running import, to verify all imported Item records, go to: PRODUCTS/SERVICES > Item Categories |
Attributes
Attributes are value pairs used to represent dimensions and measures at a granular level, i.e. Color = Red, Memory = 8Gb, Height = 6Ft.
To set Attributes on Items, go to:
Create an Attribute
A new Item Attribute can be defined in the following ways:
Use Item Attributes | To manually create a new Item in Salesorder, go to: PRODUCTS/SERVICES > Item Attributes > + |
Import an Attribute | Attributes that don’t exist in the system can be imported via the Import Items template. To import Item Attributes into Salesorder, go to: SETUP > Import Data > Items If you’ve manually set up Items in the system, these will be matched by the import function provided an identical value is present in the respective column. To learn more about the import functionality, refer Using Import After running import, to verify all imported Item records, go to: PRODUCTS/SERVICES > Item Attributes |
Reporting
Categories and Attributes are used by Reports to segment data. See Using Reports