Manage Product Categories (Build the Product Tree)
This is where you create your product tree which is used to fine tune the product search for Simplified and Advanced Quoting.
You can create as many options and layers as you need with the aim being to configure a set of products for each node on the tree.
You can create as many options and layers as you need with the aim being to configure a set of products for each node on the tree.
Examples of a Product Tree
An example of a completed product tree is shown below.
How To Find Product Categories For Editing
All this is managed from Admin > Factory Capabilities > Manage Product Categories.
Adding Product Categories
When you click the ‘Manage Product Categories’ the following screen will appear:
Click the ‘+’ button to the right of the PRODUCT CATEGORIES header.
Selecting a Product Category
Select the TYPE for the new item from the drop down.
Types of Product Categories
The following are the types of Product Categories available to you when you create a new one:
Category | = | |
Filters | = | |
Products | = | |
IQLink | = | |
IQStore | = | |
Static Link | = |
A Category (also called a parent)
A category is like a folder in your simplified catalogue. It is where you are able to store simplified sessions, products, or IQ store items.
You are also able to apply attributes to the sessions contained within a category such as:
- Customer Groups (ie. who can see this the items in this category)
The following will inherit their attributes from the parent "category" when you click the "inherit box" inside the "child"
- Icon
- Quantity Lists
- Max Kinds Quantity
- Custom Size Hint
- Invoice Code
- Rounding Target
- Default General Ledger
- Approver
- Approval Min Limit
- Approval Max Limit
- Quote Reporte Tempalte
- Invoice Mode
A Filter
A filter is used for a "regular simplified session" where you will go on to create filters for the items you want your customer to be able to choose and have the system.
For instance you'll be able to set the stock, colour:
Once you have created the filter ( Define Filters under capabilities), you will create the simplified session ( Define the Factory Capabilities under capabilities).
Once you name it click the "NEW DEFINITION" button:
When you then be asked to pick a tree node to hang it on:
When using the Filter the result will generate a quote that can be turned into a job.
A Product
A product is for simplified sessions created using the "Single Product Creation" either by creating the directly, or by templatizing a quote and turning it into a simplified product. When you do this you will have to choose the "tree node" inside the session details to hang it on this branch of the catalogue "tree":
When using the Product the result will generate a j ob inside IQ that can be printed.
IQ Link
This is used to make a link to a product on the site of another IQ Customer (i.e. another printer) you will be sharing products with. Talk to your build lead about this as there is extensive setup required.
IQ Store
IQ Store Items are "static items" that typically sit on a shelf, pre-manufactured, to be ordered. They could be items such as "books" that have originated with a an IQ quote (and you can link one), but they are now in a completed form, and will be ordered and shipped "as is". They are also things like cups, jackets, tumblers, or things you bring into and sell through your store.
These are hung on the tree when you choose a category in step 2 of the Store Item Creation:
Simply choose your tree node from the list under categories and click "add" - it will show up in blue.
When using the Product the result will generate a SALES ITEM job and its associated pick list .
IQ Static Link
Information not available.
Reviewing a Product Tree
In the instance below, you can see what type the item is by the icons and where it sits on the tree by whether it is indented or not.
You can see the ‘Promotional Space’ item is a Category and it is at the top of the tree as it sits at the far left with other filters and category items indented underneath it.
e.g. the 9x6 (Single Sided) filter has Color Ticketing as its parent item and Color Ticketing has Promotional Space as its parent item.
For each item you create you have the ability to set options for
- Position & Visibility
- Product & Filters
- Pricing & Approval
These options can be inherited from the Parent Item.
Each item will be given a unique IQ ID code when created, these items cannot be deleted once they are created only made inactive.
If you select the signage category by clicking the icon, it will show all the products within the signage category, whether they are a Parent Category as in Signage,
or a filter as in Banner they can have icons applied.
After choosing the Signage category the filters for those items and their icons show up.
* Uploaded Icons should be .png files and maximum of 200x200px
Sub-categories
See this Knowledge Base article on sub-categories - https://printiq.zohodesk.com/portal/en/kb/articles/sub-categories
Related Articles
Upload Product Categories for faster setup
Product Categories serve as a way to organize a company's product offerings. To manage these categories effectively, CSV exports and imports can be utilized. Adding and updating Product Categories can be a time-consuming task, especially during the ...Sub Categories
Categories of various types provide for the structure of different products offered. Categories are divided into types: Category The ‘building blocks’ of the Product Category Tree Filters For ‘Simplified’ products Products Static Products, Single ...Product Tax Override on Product Category
In some jurisdictions, Tax regulations dictate various rates on different product types. For example, in the UK you need to consider the following when determining the taxability of a product. “The standard VAT rate is only paid on some printed ...Manage your own Custom Quote Templates
Access to the Custom Quote Template definitions is available from the Factory Capabilities -> Custom Templates menu item. The board lists the active custom templates in the order they are presented to the user when creating a custom product quote. ...Setting Up Group Products
In the following example, we need to setup a product group that clients can order for ‘Ring Binder Folders Sets’. These sets are ordered in lots of x100 and can be broken down into ‘parts’. You can order the following: Ring binder Folder Set ...