Creating and Organizing Service and Product Categories

Best Suited for:

• Back Office administrators
• Inventory and catalog managers
• Users managing large service or product catalogs

Important Information:

• Categories help organize "Products" and "Services" into manageable groups
• Categories function like folders, grouping items by brand, type, or function
• You can create "Parent Categories" to build a hierarchy
• Photos can be added to the categories, for easier navigation
• Categories can be activated or deactivated at any time

Strategic Workflow:

• Navigate to Service or Product Categories
• Create new categories or edit existing ones
• Assign parent categories to build structure
• Upload photos for visual reference

Process Description:

1. Go to My Office > Service Categories or Product Categories
2. Add new or update existing category
3. Fill in the category details
4. Save the category
5. Assign products or services to the category

Step-by-Step Instruction:

Navigate to My Office and select Service Categories or Product Categories
Click the +Add New Service Category or +Add New Product Category button in the top right corner
Enter the Category Name
(Optional) Select a Parent Category (previously created categories will be available) from the drop-down
(Optional) Click Browse... to add a photo
Set the "Activation Status" to ACTIVE
Click Save
To deactivate a category, change the status to INACTIVE
Assign products or services to the category from their respective catalog entries

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Category Hierarchy Example:

• Parent Category: HVAC
  • Sub-Category: Air Conditioners
    • Sub-Sub-Category: Filters

You can create multiple layers of categories to suit your organizational needs.