Manage Product Categories (Build the Product Tree)
On the main menu go to Admin -> Capabilities -> Manage Product Categories. This is where the product tree and tree nodes are created and edited:
Example of a Product Tree
An example of a product tree:
Here are the same items from the Create Order view:
Adding Product Categories
The Product Category screen displays as shown in the screenshot below, when first loaded:
Click the ‘+’ button to the right of the PRODUCT CATEGORIES header to create a new product category:
Searching for Product Categories
Below the grey task bar there is a search bar and to the right of the search bar, there is an 'Expand All/Collapse All' button:
The search bar can be used to filter for categories:
When a value is entered into the search bar, only categories that have that text in the category name (and their parents), will be displayed. The Expand/Collapse All button becomes inactive when the search bar is in use.
When a category is selected, the search bar and other categories shrink to the left of the screen and the selected category fills the remainder of the screen:
The search bar can still be used and has the same functionality as described above:
Selecting a Product Category Type
Select the type of category to create from the TYPE dropdown list:
Types of Product Categories
The following are the types of Product Categories available to you when you create a new one:
Category |
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Filters |
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Products |
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IQLink |
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IQStore |
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Static Link |
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Promotional Product
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'Category' (also known as a parent)
A category is like a folder in your product catalogue. It is where you are able to store simplified sessions, products, Kits, Promo 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 code, also known as a Category ID. This can be used when building quick quotes/simplified products or importing IQstore items:
Filter
A filter is used for a 'regular simplified session' where you will go on to set the options available to customers in the system.
For instance you'll be able to set the size, stock and process options:
Once you have created the filter product category, it will be available to assign to a simplified session:
Simplified Session:
Single Product Creation (SPC):
CSV product upload:
Products
Static Products and Single Products
A product is for simplified sessions created using 'Single Product Creation', either by creating them directly, or by templatizing a quote and turning it into a simplified product. When you do this, you will have to choose the category inside the session details to link it to that branch of the product catalogue tree:
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
Related Articles
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