Categories - Smarter Sales & Inventory Management | Zayls

by Zayls
4 years ago
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Knowledge Base Settings | Categories

Categories

Categorization is vital when you have hundreds of products in the store. Categories will be helpful in product search and targeted report results. 

 

Categories Overview 

You can filter records in two ways: 

  • Search by name 
  • Using Filters 

 

Search by name 

  1. Go to Search by name box at the top of the Categories list. 
  2. In the Search by name box, type the category name you are searching for. The list will load the moment you stop typing. 

Using Filters

  1. Click Filters beside the Search by name box. 
  2. The records can be filtered by the category’s Status (Enabled, Disabled, All). 

Export Categories to PDF and Excel

  1. In the Categories Overview, click Export. 
  2. There are two Export options: Export to PDF and Export to Excel. Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer. 

Create a Category 

  1. In the CategorieOverview, click New Category. 
  1. In the New Category dialog, enter the new category’s Name. You may also enter the brand’s Description and Parent category 
  2. Once you are done, click Save to save the new category or Cancel to terminate the form. 
  3. A successful message will appear at the top-right corner.

Edit a Category

  1. Click the Category you want to edit. 
  2. Click Edit. 
  1. Enter the new details and then click Save located at the bottom. A message will appear if the category is updated successfully. 

 

Enable Category

  1. In the existing Category, click . 
  2. Click Enable. 
  1. A successful message will appear. The Disabled Status beside the category name will change to Enabled. 

Disable a Category

  1. In the existing Category, click . 
  2. Click Disable. 
  1. A successful message will appear. The Enabled Status beside the category name will change to Disabled. 

Delete a Category

  1. In the existing Category, click . 
  2. Click Delete. 
  1. A successful message will appear when the category has been deleted.

View a Category’s Activity Log

  1. In the existing Category, click . 
  2. Click View Activity Log. 
  1. The system will redirect you to the category’s Activity Log record. 
  2. The Activity Log will show the admin: 
  • The Date & Time the activity occurred;
  • The Action (Created, Updated, Deleted, Enabled, Disabled); and
  • The User who made the activity.
  1. To see the updated details, click View Changes. The system will redirect you to a page showing the removed and/or added details of that record.

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