Revision as of 12:29, 21 June 2016

Overview

Product categories and sub categories are used to group products of similar products and gives users the ability to more efficiently locate products during a purchase transaction. For example, a product category of "Mobile Phone Accessories" could be used to group accessories, that you can further divide into sub categories of "Bluetooth", "Chargers", "Car kits", "Covers and Cases" etc. Products can then be created under each relevant Product Category and Sub Category.

Product categories and sub categories are related in a hierarchical structure. Sub categories must be associated with a product category. Products are then associated with a product category and sub category. However, it is possible to place a product in a product category without placing it into a sub category.

A number of products, categories and sub categories are available for service providers to use if they wish. Products, categories and sub categories created by Emersion cannot be modified by service providers. Users can identify who the owner is for a category or sub category via the Category Owner column on the Product Categories landing page (shown below).

Viewing Product Categories

Nav: Products > Product Categories

The Product Category Management page will be displayed showing a list of existing product categories.

Users can locate a category using the Search function. The following fields can be used to search:

• Category ID
• Category Name

Click on the ID of a product category to modify it.

Create a Product Category

1. From the Product Category Management page, click the Create New Product Category button. The Create New Product Category page will appear.
2. Give the category a Category name.
3. Give the category a Description.
4. Leave the Internal Only box unchecked. This is a redundant feature.
5. Click the Submit button.

When the category is saved, the screen will refresh to show the details of the category and a blue information box showing the category has been saved. Below this, the user is presented with the list of sub categories that reside under the category. For a new category, this list will be empty.

Create a Product Sub Category

1. Select Products > Product Categories > from the Menu. The Product Category Management page will be displayed.
2. Click the Manage Sub Categories button. The Product Sub Category Management page will appear showing a list of existing product sub categories.

The Product Sub Categories page

Search

You can locate a sub category by using the Search function. The following fields can be used to search:

• Sub Category ID
• Sub Category Name

To Create a Product Sub Category

1. From the Manage Product Categories page, click the Manage Sub Categories button. The Create New Product Sub Category page will appear.
2. Click the Create New Sub Category button. The Create New Product Sub Category page will appear.
3. Enter the Sub Category Name to give the new sub category.
4. Enter the Description of the sub category.
5. Select the category to associate with the sub category from the Product Category drop list. This list will show all existing product categories.
6. Click the Create button. The Product Sub Category Management page will be displayed with an information box showing the sub category has been saved.
7. Click the Back to Category Management button to return the Product Category Management page.

To Display a Product Sub Category

1. On the Product Sub Category Management page, click the sub category link in the ID column of the list. The selected product sub category will be displayed.
2. Click the Back button to return to the Product Sub Category Management page.

To Edit a Product Sub Category

1. On the Product Sub Category Management page, click the sub category link in the ID column of the list. The selected product sub category will be displayed.
2. Click the Edit button. The Edit Product Sub Category page will appear.
3. Enter or modify information in the Sub Category Name and Description fields, and select a different category from the Product Category drop list, as required.
4. Click the Save button. The Product Sub Category Management page will be displayed with an information box showing the sub category has been saved.
5. Click the Back to Category Management button to return the Product Category Management page.

See also

• Products