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Creating a New Product Category

Follow these steps to create a new Product Category:

  1. Open a new record from the Product Categories service.
  2. Enter the name for the new product category in the Name field.
  3. Enter a description for the product category in the Description field.
  4. If the new product category is subordinate to another product category, enter the parent category in the Parent field.
  5. Enter the default Product Type for products of this category into the Default Product Type link box. This field links to Product Types service.
  6. Leave the Active option selected.
    • This field is reserved for future use.
  7. Select the Open Order Line on Add option if you want an order line item to be opened automatically when a product of this category is added to an order. This feature will open the item details and default to the tab with the most relevant information specific to the product type.

    Product - Categories Record
  8. Add any additional information about the category to the Comments tab.
  9. Specify any product attributes on the Attributes tab, if necessary.
  10. Save the new Product Categories record.
  11. Add general ledger (GL) accounts to the record, as necessary.
  12. Add the category to an e-Business web site, as necessary.
  13. Add Order Line details, as necessary.
  14. Add Category Level Pricing, if desired.

See Reviewing Product Category Relationships for information on the Products, Sub-Categories, Standing Orders, and Hierarchy Browser tabs.

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