Using Categories and Attributes

Categories

Define Item Categories in order management

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

Products ItemAttributes

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:

PRODUCTS/SERVICES > Items > Select an Item > Classification tab.

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

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