1. Category Introduction
The Category Section helps users organize and manage product classifications in a structured way. It allows businesses to group products under parent and child categories, making it easier to navigate and maintain a well-defined product hierarchy. Users can create, edit, and update categories, ensuring that products are correctly placed for better visibility and accessibility.
- Go to Administration
- Click on Products
- Click on Category under Products Action
2. Key features of the Category tab
- Select All: The “Select All” checkbox is designed for bulk selection, allowing users to manage multiple categories simultaneously. Once selected, users can perform actions on all chosen categories at once, improving workflow efficiency. This feature is particularly useful when applying mass updates, exporting data, or deleting multiple entries. The checkbox remains unchecked by default, ensuring that users explicitly select the items they wish to manage.
- Download Selected: The “Download Selected” button allows users to export category data in two formats: Excel (.xlsx) and JSON (.json). This feature helps users save selected categories for reporting, analysis, or system integration. To enable the download, at least one category must be selected. Once clicked, the system generates a file containing all necessary category details, which can then be saved and used as needed.
- Refresh: The “Refresh” button updates the displayed category list to reflect the latest system data.
- Add New Category: Click Add New Category to add a New Category. The "Add New Category" button allows users to create a new product category within the system. Clicking the button opens a form where users can enter details such as the category name, description, and other required information.
- Edit Display Order: To change the order in which categories appear on the web client, follow these steps:
- Click on Edit Display Order to enable sorting.
- Select the first four categories you want to display. Only the top four will be visible on the web client.
- Click on the three-dot menu next to a category.
- Drag and drop the selected categories to arrange them in the desired order.
This ensures that the most critical categories appear first for users on the web client.
- Filters: Filters allow users to narrow down results based on specific criteria, reducing the time spent browsing through extensive data.
- Search Bar: The search bar allows users to locate specific categories by entering keywords.
- Clear all Filters: The “Clear all filters” option resets all applied filters and restores the default category list view. This feature is useful when users need to remove multiple filters quickly without manually deactivating each one.
3. Category Level Filter
- The Category Level Filter helps users organize and view product categories based on their hierarchy. It allows users to switch between different levels, such as main categories and subcategories, for better navigation.
- Users can select a level by clicking on the available buttons like Level 1, Level 2 which updates the list to show only the categories from the chosen level. Level 1 usually represents broader product groups, while Level 2 shows more specific subcategories.
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To use this filter:
- Click on the Level 1 or Level 2 button to select a category level.
- Level 1 shows main product groups (parent categories).
- Level 2 displays subcategories (child categories) under a main category.
4. View Details
- Users can click "View Details" to access more information about the category.
- Category Code : The Category Code is a specific code assigned to each category to help identify and organize. It helps in distinguishing one category from another and ensures proper management within the system. It serves as a reference for linking products, reports, and other records.
- Search Hint: The Search Hint field allows users to enter keywords that make it easier to find the category during searches. This feature is useful when a category might be known by multiple names or terms.
- Short Description: The Short Description field provides a brief summary of the category. It gives users an overview of what the category represents without needing to open detailed information. This description is often displayed in lists, making it easier to identify categories at a glance.
- Tax Code: The Tax Code field allows users to assign a specific tax classification to the category. This ensures that products under this category are taxed correctly based on regulations. Assigning the correct tax code helps in compliance with financial and legal requirements.
- Attributes: The Attributes section contains options such as Active and Recommended Category that determine the category’s status. The Active option indicates whether the category is currently in use or not. If a category is inactive, it will not be available for product assignments. The Recommended Category option highlights the category as a preferred choice for product selection.
- Description: The Description field provides a detailed explanation of the category. It allows users to enter more information about the category’s purpose, usage, or relevant details. A clear and comprehensive description improves category management and reduces errors in product classification.
- Parent Category: The Parent Category field allows users to assign a higher-level category to the current category. When selecting a Parent Category, the current category is placed under it, making it a child category. This means the parent chosen will now include the current category as part of its subcategories. The current category will follow the properties and grouping of the chosen parent.
- Child Category: The Child Category section lists subcategories associated with the current category. If a Child Category is selected, the current category becomes its parent. The selected child category will now appear as a subcategory under the current category.
- Images: The Images section allows users to upload a representative image for the category. This image helps visually identify the category in product listings and reports. Users can upload images from their device or select from the media library. The system may support multiple images, but typically, one main image is displayed.
- Background Images: The Background Images section enables users to add a secondary image related to the category. This image may be used for branding, marketing, or enhancing the category’s display in the system. Users can upload images from their device or choose from the media library.
- Save and Cancel Buttons: The Save button allows users to store any changes made to the category details. Clicking this button updates the system with the new information. If users do not want to save changes, they can click the Cancel button to discard modifications.
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