For many companies, Service Catalogs and Product Catalogs can be lengthy; they may contain hundreds, or sometimes even thousands of items. It may be useful to organize these items by groups based on any criteria: similar services, same brand name, type of part, etc. Because their primary function is to simply organize the items in the Catalogs, we can think of Categories like folders. Music, Videos, Documents, and Downloads all contain and organize files, and so do Categories! Categories contain and organize Products and Services within their respective Catalogs.
To create a new Service or Product Category, or to edit existing Categories, navigate to My Office and select either Service Categories or Product Categories.
Select the +Add New button in the right corner: or
.
On the creation screen, enter the name of the category, and if applicable, select an existing category to use as a parent. Any existing category can be used as a parent category. If desired, upload a photo for the category that will be visible in the Back Office Side and the Field Worker App. Lastly, make sure the Activation Status is set to Active. If you no longer wish to use an existing category, simply make it inactive. The screen shot below is for new Service Categories, however, the creation screen for Product Categories looks identical.
You can create Service and Product Categories and assign products and services to them at any time. Parent categories can also be added to categories at any time (again, any existing category can be used as a Parent). Parent categories can be used to create a hierarchy, like so:
There can be several layers of categories; the above screen shot shows 3, but you can have more if necessary!
Photos can be uploaded to Service Categories and Product Categories, for ease of navigation in the worker app and on the back office, when adding line items to an estimate or job: