The Layer offers two levels of product categorisation:

  • Base Categories

  • Sub-categories

Product Category Classes offer a means by which you may further categorise products.

These classes do not alter the structure of product categorisation, but they allow you to define a range of labels that can be assigned to each product sub-category.

This provides an additional column that can be used for:

  • Item-level reports

  • Product browser filtering

The flexibility of this feature means that there are options regarding how classes can be implemented.

For example, classes can be used to represent core product groups that sit above the product category level.

Alternatively, they can be used to further divide sub-categories.


Reporting

Category classes are included in some item-level reports, such as:

  • All Sales Order Items

  • All Quotation Items

  • All Service Assets

This may be particularly useful if your reports feed into another system.


Product Browser

You can choose to show the category class in the product browser when adding items to a quotation or sales order.

Visibility of this can be toggled system-wide by administrators, using the following setting:

Settings - Company Setup - Customisations - Show category class in product browser


Configuring product category classes

Classes are created and assigned from the Inventory section of Settings, accessed through the Manage Categories button.

Expand the relevant base category and click on a sub-category name to view and edit its properties.

You can select a pre-existing class from the menu, or click the + sign to add a new one

Classes can also be deleted from within the menu by clicking on the x. Please be careful not to delete a class that is in use.

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