Manage Product Categories (Build the Product Tree)
Manage Product Categories is where the product tree and tree nodes are created.
Examples of a Product Tree
An example of a product tree:
Here are the same items from the Create Order view
How To Find Product Categories For Editing
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 to create a new product category.
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 | = | |
Promotional Product | = |
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 Report Template
- Invoice Mode
Code
After a product category is saved, it will be assigned a unique item code, also known as tree node identifier. This can be used when building quick quotes/simplified products.
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 in product category, it is available to assign in the simplified sessions
Simplified Session:
Single Product Creation (SPC)
CSV product upload
When using the Filter the result will generate a quote that can be turned into a job.
Products
Static Products, Single Products. 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.
IQLink
This is used to make a link to a product on the site of another printIQ Customer (i.e. another printer) you will be sharing products with. See IQLink articles here
IQStore
IQStore are available in the IQStore item setup under the Categories drop down. The shopping cart icon indicates that this is a parent for one or more IQStore items.
These are hung on the tree when you choose a Category on an IQStore item, please see article here:
Simply choose your tree node from the list under categories and click "add" - it will show up in blue.
Static Link
Links to specific URL as set in the category.
Promotional Product
Sales Order products with finishing options. Similar to IQStore categories, with 2 additional selector fields to provide additional promotional Product pricing methods, Kit Pricing Types and Embellishment Options
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 printIQ ID tree node 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
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