Creating Product Categories

You can group, classify, and organize products based on their features and functionality using product categories. For example, a furniture company may have a product category for office desks and another for home desks.

With product categories, users can view a filtered version of the Configurable Items page from eligible transactions. The page will only show the products in that category. To view the configurable items for a specific product category, users can click the arrow next to the Configure button on a transaction and select their preferred category.

If the product category includes only one product, users directly access the product interface without going through the Configurable Items page. Using product categories, users can also filter items on the Configurable Items page and quickly find the one that best suits their needs.

To create product categories, go to CPQ > Configurator > Product Categories and click New CPQC Product Category. Provide a descriptive name for the product category and save it. After creating the category, use the Product Category field on the product record to assign a product to a category.

You can also use product categories to create buttons on eligible transactions. To create a button for the product category, check the Display on transactions box on the product category record. When users click a product category button, only the products assigned to that category are displayed on the Configurable Items page.

To modify a product category, click Edit on the product category list. If you want to copy the product category, click Make a copy in the Actions menu. If you no longer need a product category and you want to delete it, click Delete in the Actions menu.

Related Topics