Setting Up Business Categories and Subcategories

A business category identifies the type of business being run at a location. Examples of business categories are commercial, residential, sports equipment, retail store, etc.

The agency defines these categories and subcategories.

You add, modify, and delete business categories and subcategories on the Business Category page.

Adding a Business Category

1. Select the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.

2. From the Setup drop-down list, select your offering.

3. Select Agency Profile from Functional Areas and then select the Manage Agency Business Categories task.

4. On the Business Category page, click Add.

5. On the New business category page, enter values for the following fields:

   Page Element	Description
   Category ID	Enter a unique identifier for the category.
   Category	Enter a name for the category.
   Description	Enter a description of the business category.
   Enabled	Turn on the Enabled switch to make the row available as a value on other pages. (Optional) Turn off the Enabled switch to make the row unavailable as a value on other pages.

6. Click Save.

7. If you want to specify a business subcategory (optional), click Add in the Business Subcategory section.

8. In the New business subcategory drawer, enter values for the following fields:

   Page Element	Description
   Subcategory ID	Enter a unique identifier for the subcategory.
   Subcategory	Enter a name for the subcategory.
   Description	Enter a description of the subcategory.
   Enabled	Turn on the Enabled switch to make the row available as a value on other pages. (Optional) Turn off the Enabled switch to make the row unavailable as a value on other pages.

9. Click Save.

Modifying or Deleting a Business Category

1. On the Business Category page, select the row for the category you want to modify.

2. On the Business category details page you can:

   • Update the Category or Description field values.

   Note: You cannot edit the Category ID field.

   • Enable or disable the category.

   • Delete the business category. You will be prompted to confirm the permanent deletion.

3. Click Save.

Modifying or Deleting a Business Subcategory

1. On the Business Category page, select the row for the category you want to modify.

2. In the Business Subcategory section, select the row for the subcategory you want to modify.

3. On the Business subcategory details drawer you can:

   • Update the Subcategory or Description field values.

     Note: You cannot edit the Subcategory ID field.

   • Enable or disable the subcategory.

   • Delete the subcategory. You will be prompted to confirm the permanent deletion.

4. Click Save.