Creating a Product Category
When working with large numbers of products, product categories can help you find, sell and report on the products you are interested in. To setup a product category, you'll need to navigate to the Product Category screen at Product->Product Categories.
You should now see the Products Category search page. There are two main sections to this page, the first is the light blue area with tabs reading "basic", "advanced", "load search", etc and the second is the table below that with "web", "name", "parent category", and "display order" columns.
- Click the plus sign button located on top of the table section. If you are having problems finding it, hover your mouse over the page elements until you find the tooltip that pops up reading "new record".
- The Product Category form will load which has four major areas: Name, Description, Web and Attributes. The web section is relevant if you are configuring your phpBMS program to integrate with external programs. For now lets focus on the Name and Description attributes.
- Enter your new Product Category name into the field marked "Name".
- Enter your new Product Category description into the field marked "Description".
- Choose the "save" button on the right hand side to save your new category.
Editing a Product Category
- From the table on the main Product Categories page, highlight the category you would like to edit.
- Select the pencil button immediately to the right of the button with the plus sign at the top of your table.
- Edit the fields as desired and click the "save" button on the right hand side to complete the edit.
Inactivating a Product Category
Product categories cannot be deleted but it is possible to inactivate them so they are not displayed when new products are entered.
- From the table on the main Product Categories page, highlight the category you would like to edit.
- Select the button with the gear icon on it at the top of the table and select 'inactivate' from the menu that appears.
- A pop-up will ask you to confirm if you wish to inactivate this category, choose yes if so.
- You will receive notification at the top of your screen "1 Record Deleted" if the category was removed.
