A category is a group of products united by a common feature.
When working in CRM Uspacy, it is possible to create your own categories for more convenient grouping and searching of products.
On the Products page, there is a switch that allows you to select the desired category (3) to work with. You can also work with all at once (1) or sort products that are not assigned to any (2).
The next time you open the page, the category you worked with last will always be applied in the switch.
How to add a category?
This can be done in several ways. Select the one that is more convenient for you.
The first method
On the Products page, you need to open the category switcher and click on the + new category button.
🌟 Only an administrator or a user with the appropriate set of rights can create categories. For others, it is only possible to switch between existing ones. And there is no button to create a new one.
A window will open where you will need to enter the name of the new category. Then click on the Save button.
The category will appear in the general list of categories at once.
Method two
In the product card when creating or editing it. In the corresponding field, click + new category.
Next, similarly to the first method, the creation form will open. Here you need to enter the name of the category and click Save.
The category will appear in the list and will be available for selection at once.
🌟 Only an administrator or a user with the appropriate set of rights can create categories. For others, it is only possible to select the desired one when creating or editing a product. And there is no button to create a new one.
The third method
In addition, you can add a new category in the Settings - Sections section. And to go to it, you need to use the left menu or click on the gear and select the Configure item.
🌟 Only an administrator or a user with the appropriate set of rights can access it.
Expand the Products block and click the +add button in the Categories item.
Enter a name and save.
The category will appear in the list at once.
How to configure and delete categories?
You can also go to the category settings in several ways.
🌟 Only an administrator or a user with the appropriate set of rights can access it.
The first is on the Products page via the category switch. Hover the cursor on the desired one, when the gear appears - click on it.
The second is through the product card when selecting a category. Hover the cursor on the desired one, when the gear appears - click on it.
Both the first and second methods lead to the Settings page. You just need to expand the Products block and go to Categories. Then make changes and save them. To do this, it is enough to move the cursor outside the category field after editing.
To delete a category, just click on the basket icon that appears when hovering over it. After that, the category is removed from the system settings, and the products that were assigned to it will receive the value No category.
If you have additional questions or you need to contact the support, send a request to this email [email protected]