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 Products
IQ Link	Connections to products on other printIQ systems
IQ Store	IQ Store products
Static Link	Links to specific URL as set in the category
Promotional Product	Sales Order products with finishing options

Categories of type Filters, Products, IQ Store and Promotional Products will automatically generate ‘Virtual’ subcategories when placed under a category of the same type.

Products held in the parent category will display along with the products in these virtual subcategories when creating an order. The subcategories themselves will not show in the product selection.

This adds an extra dimension to product groupings by allowing products within a subcategory be configured differently to the products held in the parent category.

Filter type Subcategories

When a Filter type category is configured with subcategories, only the Parent category can specify the ‘Filter Set’ to be used by all products within the category.

If a product in a subcategory was setup to use a different filter set, it will not show up for selection within the category when quoting that product.

Child ‘Category’ type categories are never ‘subcategories’. Fields that are not used when a category type is set as a subcategory, are removed from the subcategory definition.

Invoice Description can be set differently for each subcategory. 

TAT rules are available for each category enabling different turn around rules and priority turn around rules for products in different subcategories.

Specific categories can be configured to only show their products to specific customers or customer groups. Each subcategory can be configured with its own quantity list and kinds. Separate question sets, product code prefix, invoice code and external code can also be configured for each subcategory.

Rounding settings can also be configured individually along with GL account codes, approval limits and invoice modes, to name but a few.

In this example, there are 4 Promotional Products type categories within a category called Promo Products:

When viewed in Simplified / Quick Quotes, the category Promo Products it is presented as:

Which expands out to show the 4 promotional categories below it, through which the user must look into each of them to see the products within each category:

Changing the parent category from a category type to a promotional product type, ‘changes’ the child categories to ‘subcategories’.

This is only apparent when the subcategories are opened:

When viewed in simplified, all the products in these subcategories are presented under the parent category:

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