Map Trace Product Categories to State Categories

To ensure compliance when reporting to the different state systems, all Trace product categories must be mapped to the correct state regulator categories. 

 

Map trace categories to the state categories

  1. Go to the Products menu in the Trace sidebar and click Taxonomy.
    • You will be taken to the Trace tab on the Taxonomy page where all Trace categories will appear in the Root Category column.  If a Trace category has been mapped to a state category, its corresponding state category will appear in the State Category column.  If a corresponding state category does not appear in the State Category column, the Trace category has not been mapped to a state category.                                          trace_category.png
  2. If a Trace category does not have a corresponding state category, click the Pencil icon in the category's corresponding State Category field.                                                                                  pencil_icon.png
  3. Click in the blank State Category field.
    • All existing state categories will appear and will be available for selection.

      The state categories displayed will depend on the state selected in the sidebar as each state may have different categories.

      blank_field.pngstate_categories.png
  4. Select a state category, then click the Save icon.
    • The selected mapped state category will appear in the State Category column.  Selected state categories can be changed at any time by clicking the Pencil icon in the selected State Category field and selecting a different state category.       save_icon.png