Categories

Create categories for your customers and products for easier organization, more detailed reporting and an overall stronger relationship management.

Categories is a section that you can find under settings. Categories are labels that you can apply to customers and/or products to help you organize your database.

Category Name

A category name is the field name you would like to add to your customer or product profiles. Each category name can be applied to both customers and products, or more specifically at the location  level. It can also be applied to just one entity. Categories are searchable terms so you can easily filter your customer or products lists by a specific category to quickly drill down or pull the reporting you need.

Category names are optional fields that will be added to all of the identified entity profiles, however they are not required data to be filled in.

Category Terms

Category terms are the available term options within a specific category name. With the click of a toggle, you can set it so only one term can be applied to a specific customer or product or multi-selection is available.

For example:

Category Name: Product Type

Allowed Entities: Product, SKU

Category Terms: Equipment, Water, Coffee

One entity allowed: Yes

In this case, all products will have the "Product" field added to  their profile, with a dropdown option to select one of the above terms.