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Product Category Sets

Define different category sets for different use cases

Updated over 3 weeks ago

You use Product Category Sets to group categories and create category sets that you can use in different situations. For example, a B2C office supply company could have different category sets for its B2B customers.

Adding Product Category Sets

To add category sets:

  1. Click Data Management > Product Category Sets.

  2. On the Category Sets form, click Add New Category Set.

  3. On the New Category set form, add a Name and a Description.
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  4. Select the checkbox next to each item to add it to the set.

  5. Click Apply to save the new set.

Editing Product Category Sets

You can add or remove items from existing sets, and change the set Name and a Description.

To edit a category set:

  1. On the Category Sets form, select the category set from the list and click the edit icon.
    You can also search by using the filter or by Name and Description or by External ID.

  2. Edit the Name and Description.

  3. Select new items to add or remove them from the set.
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  4. (Optional) You can add or edit Custom Fields and External IDs. See Custom Fields and External IDs for those procedures.

  5. When complete, click Apply, and the record is updated.

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