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.
To add more rules, simply repeat these 7 headings on the end of the CSV.
Col A - ID – Category ID. Delete only if using updates exported details to create new Categories. Otherwise do not edit.
Col B - Name – Category Name.
Col C - Type – Options are Category, Filters, Products, IQ Link, IQ Store, Static Link and Promotional Product.
Col D - Active – Sets category as Active or Inactive
Col E - Icon Image – Filename or URL. Upload files with CSV. URLs are converted into images and the images are used.
Col F - Icon Description – Description for the above image.
Col G - Parent – This category’s Parent. If left blank, this category will be the top-most category in the tree.
Col H - Place After – Sub-order within the parent category.
Col I - Customer – Set customer if category is to be restricted to a specific customer.
Col J - Customer Group - Set customer group if category is to be restricted to a specific group of customers.
Col K - RFQ Template – RFQ Template to load if the ‘Can’t find what you’re looking for’ option is to be presented to customers.
Col L - Visibility – Options are Normal, Unselectable, Hide from Customers or Hidden.
Col M - Default General Ledger Account – Sets the default revenue account for products in the category.
Col N - Default General Ledger Account - Force Override – Overrides customer tax rate with rate applied to GL.
Col O - Quote Report Template – RFQ Template to use if offering RFQ option on products within this category.
Col P - Invoice Mode – Options are Single Line, Single Line Split Freight, Line per operation, Line per General Ledger account or leave blank to use system configured Invoice Method.
Col Q - Invoice Description – Description to be used at invoice time for products in the category.
Col R - Quantity List – Pre-set quantity List if offering fixed quantities.
Col S - Modular Filter – Filter to be applied to products in this category to narrow down the product options.
Col T - Max Kinds Quantity – Set to max kinds allowed for the products in the category. Blank for unlimited.
Col U - Question Set -
Col V - Custom Size Hint – Pop-Up hint when Custom Size is selected.
Col W - Invoice Code - A code to push onto the invoice, and into the external invoicing system.
Col X - External Code - This code will be exposed to external IQLink systems.
Col Y - Rounding Target – Options are None, Total Sales Price, Retail Price or Retail Unit Price. If ‘Inherit’ is enabled, Rounding Target, Rounding Mode and Rounding Precision are disabled.
Col Z - Rounding Mode – Options are Round to Nearest, Round Up or Round Down.
Col AA - Rounding Precision – A numeric field. If set to ‘1’, rounding will occur to the nearest whole Dollar, Euro or Pound. If set to ‘5’ it will use the rounding mode to round to the nearest $5
Col AB - Approver -
COL AC - Approval Min Limit -
Col AD - Approval Max Limit -
Col AE - Create Products As Outsourced – Creates custom product from simplified filters.
Col AF - Minimum Sell Price – Minimum price charged for products from this category.
Col AG - Variable Data Artwork Download Type – Options are None, High Resolution or Low Resolution.
Col AH - Product Code Prefix - Restrict product codes when looking up the product code from flat sheet.
Col AI - Linked Product Codes – Product codes that will display under this category.
Col AJ - Quick Ordering – Enables ‘Quick Ordering’ of Simplified products.
Col AK - Instance – IQ Link – Sets the Supplier for products in this category.
Col AL - Product Code – Restrict product codes when looking up the product code from flat sheet.
Col AM - Cost Pricelist – Wholesale pricelist to use with products on this category.
Col AN – Retail Pricelist – Retail pricelist to use.
Col AO - Shipping Method – IQ Link type category only – Options are Deliver to me or Deliver to my customer.
Col AP - Link URL - Full URL (including http://) that will navigate to or download on click.
Col AQ - Kit Pricing Types - Promo Products Only - Range-based pricing from highest priced item or Price based on items.
Col AR - Kit Embellishment Options - Promo Products Only - Single or Multiple embellishments
The following columns can be repeated as may times as needed to load the products Turnaround rules.
Col AS - Turnaround: Min Quantity – Minimum order quantity.
Col AT - Turnaround: Max Quantity – Maximum order quantity
Col AU - Turnaround: Min Kinds – Minimum kinds
Col AV - Turnaround: Max Kinds – Maximum kinds
Col AW - Turnaround: Max Width – Maximum Width
Col AX - Turnaround: Max Depth – Maximum Depth
Col AY - Turnaround: Days -Number of days to turnaround the product when the criteria fall within the rules parameters.