Estimated reading time, 6 minutes
They are a way to organize and classify items in a more detailed way within main categories. This classification system helps to improve inventory management, facilitates searching and improves the sales experience.
Creation of Subcategories
It is to add a specific classification within the main category, allowing to organize the items in a more detailed way while facilitating its management and search.
To create a subcategory, the following steps must be taken into account:
- Select the Subcategories tab (this can be found when the Menu tab is opened).
- The General Data is filled in:
- Code: Unique identifier of the subcategory.
- Category: The main category to which the subcategory belongs is selected.
- Subcategory Name: Enter the title of the subcategory.
- Order: Sets the order of the subcategory for display in the application.
- Taxes: The tax percentage applicable to the subcategory is defined.
- Profit Percentage: Specifies the profit percentage associated to the subcategory.
- Integration Code: Provides the integration code (Only if applicable).
- Status: Specifies the status of the subcategory (active/inactive) in the application.
- Image: Allows attaching an image representative of the subcategory.
(Note: If you do not have E-commerce, you can click on Create Subcategory and finish the process).
- The E-commerce & Delivery tab is accessed.
- In this tab you only have to register the name of the Category in the e-commerce, the order it will have in the E-commerce, if it is an eligible option to be shown in Delivery and if it is sold in the e-commerce.
Mass Import
The creation of Subcategory by mass import involves adding a specific classification within the main category, from an external document.
- The Mass Import tab is selected and the corresponding file is attached, in XLS, XLSX or ODS format.
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