Add a Category

Categories group products with similar features and are required when adding products.  A Sub-category is a division of a larger category or a category within a category.  Adding Categories and selecting the correct category when adding products ensures that products are accurately organized.


Add a category

  1. Go to the  Products menu in the Sales sidebar and click Categories.
    • You will be taken to the Categories page.
  2. Click Add
    • The Add a Category pop-up window will open.                                                                             
  3. Type the required (*) Category Name.
    Category names are displayed and visible to your accounts on the Offer Menu so the name should be typed as you would like it displayed to clients.
  4. If the category belongs to a parent category, click the Parent drop-down and select the parent category.

    If the category belongs to a parent category it is considered a child or sub-category.

  5. Type an optional category Description.                                                                                                Screen_Shot_2022-10-13_at_11.39.04_AM.png                                     
  6. Click Save to add the category.