Categories & Sub-categories

Categories

Purpose: Categories streamline the classification of parts at a product level, making pricing and organizational tasks more straightforward. Essentially, grouping parts into categories facilitates easier pricing and enhances the efficiency of organizing and managing these items.


Please note:

  • If the category is associate with 'Parts' or 'Sub-category', then it cannot be deleted.
  • Deletion is permanent and cannot be undone.

Add a category

  • Profile icon > Settings > Parts and stock > Categories > View.
  • Enter the category name > Upload the image if any > Click 'Add category'.

Categories & sub-categories 1.1.png

Edit a category

Edit > Amend the 'Category name' and replace the image > Save category.

Delete a category

If a category has not been used > Type 'delete' > Delete.

 

Sub-categories

Purpose: Sub-categories offer a finer level of classification, making it easier to set prices and enhancing the efficiency of organizing and managing parts.

Please note:

  • Sub-categories must be associated with a category.
  • If a subcategory is associate with 'Parts', then it cannot be deleted.
  • Deletion is permanent and cannot be undone.

Add a sub-category

  • Profile icon > Settings > Parts and stock > Sub-categories > View.
  • Choose the Category > Enter the sub-category name > Upload the image if any > Click 'Add subcategory'.

Categories & sub-categories 1.2.png

Edit a sub-category

Edit > Amend the 'Categories', 'Subcategories' and replace the image if required > Save subcategory.

Delete a sub-category

If a subcategory has not been used > Type 'delete' > Delete.

 

Related guide:
📘Industries