Category Setup
Categories will help with filtering your Pricebook. They make prices changes much easier if they are setup correctly. Categories can bet set up in Pricebook while you are adding items.
There are 2 types of categories Major and Minor
Major is for large groups of items.
Minor is a sub group of the Major category
An example may be Coca Cola as a Major and 20oz drinks as a minor. In that example (which is on the screen shot below) if you received a price increase on 20oz drinks from Coca Cola, you could filter your Pricebook and change the prices very quickly.
Please click on numbers to get descriptions and instructions for Categories.
If you think you need to make changes in these screens but are not sure how to proceed, please contact Support.
 Grid Navigation Please see Grid Navigation instructions here. Please note that this navigation is driving the Category Tree.
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 Category View Tree The Category Tree shows all of the Major Categories. If the plus sign
 is clicked next to a Major Category the tree will display the Minor Categories associated to the Major Category. This will also display the Major Category in the Major Category Inspector (item 3) and display all the Minor Categories in the Minor Category tool. (item 6). This also allows you to edit the Major and Minor Categories. |
 Major Category Inspector All additions, modifications and deletions to the Major categories are made in the Inspector. To Add a Major Category, Click the Insert icon in the the Grid Navigator (item 1). To Modify a category, navigate to it using the Grid Navigator or click directly on the Category in the Tree. Categories cannot be deleted if they are being used by items in the Pricebook.
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 Minor Category Tool All additions, modifications and deletions to the Minor categories are made in this tool. To Add a minor Category, Click the Insert icon in the the Minor Grid Navigator (item 7). To Modify a category, navigate to it using the Minor Grid Navigator or click directly on the Minor Category in the Tree. Categories cannot be deleted if they are being used by items in the Pricebook.
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 Minor Grid Navigation Please see Grid Navigation instructions here.
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