Creating a Product Category
You can further group products into product categories under catalogs.
To create a product category
Navigate to the Administration - Product screen, then the Product Catalog list.
In the Product Catalog list, query for and select the required catalog.
Drill down on the link in the Name field.
The Categories view appears.
In the Categories list, create a new record and complete the necessary fields.
Some fields are described in the following table.
Field Comments Name
The name of the new category.
Display Name
The display name for the category in drop-down lists.
Effective Start Date, Effective End Date
The date range between which the category is effective. It is important that you complete these fields, as these dates are checked when you create a quote line item for effective catalogs.
Usage
Choose the area in which the product will be used.
Sequence
The sequence of this category in the list.
Private
Select this check box if you want the category to be visible only to users belonging to the access groups associated with it. If the catalog is private, all of its subcategories will also be private.
Count
The total number of products in the category and all of its subcategories.
Create new product categories and subcategories as required, and indent the new categories under the original catalog to create a category hierarchy if required.