Difference between revisions of "Products/Categories"

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{{DISPLAYTITLE:Product Categories and Sub Categories}}
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= Overview =
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==Introduction==
 
  
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Product categories and sub categories are used to sort products into groups of similar products and allow you to quickly locate products during a customer sale 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.
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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.
  
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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, products can be associated with a product category without a sub category.
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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.
  
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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).
  
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==To Display the Product Categories==
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== Viewing Product Categories ==
  
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# Select '''Products''' > '''Product''' '''Categories''' from the menu. The ''Product Category Management'' page will be displayed showing a list of existing product categories.
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'''Nav: Products > Product Categories'''
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[[File:ProdCat1.JPG|500px|thumb|center|The ''Product Categories Management'' page]]
 
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'''Search'''
 
  
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You can locate a category by using the ''Search'' function. The following fields can be used to search:  
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The ''Product Category Management'' page will be displayed showing a list of existing product categories.
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[[File:Product-categories-landing.png|1200px|The Product Category landing page]]
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If your list of categories is long, users can locate a subcategory by using the ''Search'' function. The following fields can be used to search:  
  
 
* Category ID
 
* Category ID
 
* Category Name
 
* Category Name
  
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==Create a Product Category ==
  
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==To Create a Product Category==
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To create a new product category:
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# From the ''Product Category Management'' page, click the '''Create New Product Category''' button. The C''reate New Product Category'' page will appear.
 
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# Enter the ''Category Name'' to give the new product category.
 
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# Enter the ''Description'' of the product category.
 
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# Click the '''Create''' button. The ''Product Category Management'' page will be displayed with an information box showing the category has been saved.
 
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[[File:ProdCat2.JPG|500px|thumb|The ''Create Product Category'' page]]
 
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==To Display a Product Category==
 
  
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# On the ''Product Category Management ''page, click the product category link in the ''ID'' column of the list. The ''View Product Category'' page will appear showing the selected product category and all related sub categories.
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Nav:  Products > Product Categories > 
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# Click the '''Back''' button to return to the ''Product Category Management ''page.
 
  
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# Click the '''Create New Category''' button'''
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# Enter a name and description for your category
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# Press '''Submit''' to save the new category.
  
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==To Edit a Product Category==
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== Create a Product Subcategory ==
  
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# From the ''Product Category Management ''page, click the product category link in the ''ID'' column of the list. The ''View Product Category'' page will appear showing the selected product category.
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To create a product subcategory, users will need to navigate to the page of the category. Once on the category page, the system will display a list of subcategories belonging to the category.
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# Click the '''Edit''' button. The ''Edit Product Category'' page will appear.
 
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# Enter or modify information in the ''Category Name'' and ''Description'' fields.
 
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# Click the '''Save''' button. The ''Product Category Management'' page will be displayed with an information box showing the category has been saved.
 
  
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Nav:  Products > Product Categories > 
  
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==To Display the Product Sub Categories==
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If your list of subcategories is long, users can locate a subcategory by using the ''Search'' function. The following fields can be used to search:  
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# Select '''Products''' > '''Product''' '''Categories''' > from the Menu. The ''Product Category Management'' page will be displayed.
 
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# Click the '''Manage Sub Categories''' button. The ''Product Sub Category Management'' page will appear showing a list of existing product sub categories.
 
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[[File:ProdCat3.JPG|500px|thumb|center|The ''Product Sub Categories'' page]]
 
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'''Search'''
 
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You can locate a sub category by using the ''Search'' function. The following fields can be used to search:  
 
  
 
* Sub Category ID
 
* Sub Category ID
 
* Sub Category Name
 
* Sub Category Name
  
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# Click on the ID of the category you want to add or change a sub category for.
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# Once the category is open, click the '''Create New Subcategory''' button.
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# Enter a name and description for your subcategory.
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# Press '''Submit''' to save the subcategory
  
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==To Create a Product Sub Category==
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[[file: Create-subcategory.png|Creating a subcategory for the 'Modems' category]]
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# From the ''Manage Product Categories'' page, click the '''Manage Sub Categories''' button. The ''Create New Product Sub Category'' page will appear.
 
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# Click the '''Create New Sub Category''' button. The ''Create New Product Sub Category'' page will appear.
 
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# Enter the ''Sub'' ''Category Name'' to give the new sub category.
 
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# Enter the ''Description'' of the sub category.
 
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# Select the category to associate with the sub category from the ''Product Category'' drop list. This list will show all existing product categories.
 
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# Click the '''Create''' button. The ''Product Sub Category Management'' page will be displayed with an information box showing the sub category has been saved.
 
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# Click the '''Back to Category Management''' button to return the ''Product Category Management'' page.
 
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==To Display a Product Sub Category==
 
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# 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.
 
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# Click the '''Back''' button to return to the ''Product Sub Category Management'' page.
 
  
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== Editing Categories and Subcategories ==
  
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==To Edit a Product Sub Category==
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Users have the following editing capabilities for all product categories and sub categories:
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* Category and subcategory names and descriptions can be modified provided that the service provider is the ''owner'' of the category or ''subcategory''
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* Users can add new subcategories under product categories that are owned by them, and owned by Emersion.
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* Users can not delete categories or subcategories even when they are the owner.
  
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# 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.
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Edit a category:
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# Click the '''Edit''' button. The ''Edit Product Sub Category'' page will appear.
 
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# 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.
 
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# Click the '''Save''' button. The ''Product Sub Category Management'' page will be displayed with an information box showing the sub category has been saved.
 
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# Click the '''Back to Category Management''' button to return the ''Product Category Management'' page.
 
  
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'''Nav: Products > Product Categories'''
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# From the category list page, search and locate the category to be modified.
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# Click on the ID of the category to be changed. The user will be taken to the category page.
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# Click the '''Edit''' button to place the category into edit mode.
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# Make the changes
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# Once you are happy, press '''Save'''.
  
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=== See also ===
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= See Also =
 
* [[Products|Products]]
 
* [[Products|Products]]

Latest revision as of 13:50, 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.

The Product Category landing page

If your list of categories is long, users can locate a subcategory by using the Search function. The following fields can be used to search:

  • Category ID
  • Category Name

Create a Product Category

To create a new product category:

Nav: Products > Product Categories >

  1. Click the Create New Category button
  2. Enter a name and description for your category
  3. Press Submit to save the new category.

Create a Product Subcategory

To create a product subcategory, users will need to navigate to the page of the category. Once on the category page, the system will display a list of subcategories belonging to the category.

Nav: Products > Product Categories >

If your list of subcategories is long, users can locate a subcategory by using the Search function. The following fields can be used to search:

  • Sub Category ID
  • Sub Category Name
  1. Click on the ID of the category you want to add or change a sub category for.
  2. Once the category is open, click the Create New Subcategory button.
  3. Enter a name and description for your subcategory.
  4. Press Submit to save the subcategory

Creating a subcategory for the 'Modems' category

Editing Categories and Subcategories

Users have the following editing capabilities for all product categories and sub categories:

  • Category and subcategory names and descriptions can be modified provided that the service provider is the owner of the category or subcategory
  • Users can add new subcategories under product categories that are owned by them, and owned by Emersion.
  • Users can not delete categories or subcategories even when they are the owner.

Edit a category:

Nav: Products > Product Categories

  1. From the category list page, search and locate the category to be modified.
  2. Click on the ID of the category to be changed. The user will be taken to the category page.
  3. Click the Edit button to place the category into edit mode.
  4. Make the changes
  5. Once you are happy, press Save.

See Also

Retrieved from "https://mediawiki.emersion.com.au/wiki/index.php?title=Products/Categories&oldid=1300"