Manually Associating Categories with Accounts

You can manually associate categories with accounts.

This task is a step in Process of Defining SVP Hierarchies.

To manually associate a category with accounts

1. Navigate to the Administration - Catalog screen, then the SVP Categories view.

2. Drill down on the Category Name field hyperlink for a category.

   The SVP Category Details form appears.

3. From the visibility filter, select SVP Category Accounts.

4. Scroll down to the Accounts list and create a new account record.

5. In the Pick Account dialog box, select the accounts that you want to add to the category, and click Add.