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Setting Up Product Categories

If your company’s product list is long, it is a good idea to organize products in logical groupings, each with a name that is meaningful at your company. These groupings are called product categories. Categories help you search for a product or set of products because they allow you to sort the list to quickly find what you need. The product categories also allow your employees to quickly identify the correct product to link to their opportunities. For example, an office equipment company might set up these categories: Copiers, Fax Machines, Service, and Supplies.

You can have as many categories and subcategories (children) as you want.

Before you begin:

  • To perform the procedures described in this section, your role must include the Manage Content privilege.
  • If your product categories have not been defined at your company, determine the categories and subcategories before setting up the information in Oracle CRM On Demand. When entering information, start from the top parent categories, and then add the children categories.

To set up your product categories

  1. In the upper right corner of any page, click the Admin global link.
  2. In the Content Management section, click the Content Management link.
  3. Click the Product Categories link.
  4. On the Product Categories List page, do one of the following:
    • To add a category, click New.
    • To update category information, click Edit for the appropriate record.

      NOTE: To limit the records displayed on this page (and make it easier to find the existing category), click the drop-down menu in the title bar and change the selection. The drop-down list contains standard lists distributed with the application along with lists you or your managers created.

    • To add a child category to an existing category, click the link in the Category Name column, and then click New in the Child Categories section.
  5. On the Category Edit page, enter the required information. The Category Name character limit is 100.
  6. Save the record.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.