Map Sales Product Categories to State Categories

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

Map sales categories to 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
2. Click the Sales tab.                           
   • All Sales categories will be displayed in the Root Category column.  If a Sales category has been mapped to a state category, its corresponding state category will be displayed in the State Category column.  If a Sales category does not show a corresponding state category in the State Category column it means the category has not been mapped to a state category.

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

     
3. If a Sales category does not have a corresponding state category displayed, click the Pencil icon in the category's corresponding State Category field.                                                               
4. Click in the blank State Category field. 
   • All of the existing end product state categories will be displayed and available for selection.   
5. Select an end product category, then click the Save icon.
   • The selected state category will be displayed in the State Category column.