Product categories

Product categories is the configuration list for maintaining product-category names and codes. A subcategory is a product category arranged beneath a parent category. Open the Product Categories configuration page to see the Product Categories page with Category and Code columns.

If you need to…	Go to
Reach the list and locate a category	Find product categories
Identify the fields and available actions	Understand the category list
Add or change a category	Create or update a category
Add a child category	Create a subcategory
Remove a category	Delete a category
Filter or prepare a list export	Filter or export the list
Resolve a blocked action or validation message	When category maintenance goes wrong
Continue after maintenance	What to do next

Before you start

You maintain them from the Product Categories configuration page. The list is available when the Product Categories package is included and your account has the permission needed for the action.

Prerequisites

Before you start	What you need
Page access	Access to the Product Categories configuration page.
Product Categories package	The package must be included for the category list to appear.
Create permission	New appears when the new permission is available.
Edit permission	Add New Sub-Category and Edit are available when edit permission is available.
Delete permission	The row's Delete action is available when delete permission is available.
Export and import permissions	The corresponding list actions depend on your permissions.
Existing parent row	Select an existing category before adding a subcategory.

When the package is not included, the page shows the subscription-upgrade surface instead of the list. The page checks permission levels for new, edit, delete, export, and import actions.

After checking these conditions, go to Find product categories.

Find product categories

Use the Product Categories list to locate an existing category before changing or removing it. The page title, Category and Code columns, and New control identify the list when it is available.

Prerequisites

You are signed in.
The Product Categories package and the required permission are available.

Steps

Open the Product Categories configuration page.
Check that the page title reads Product Categories.
Check that the list contains the Category column.
Check that the list contains the Code column.
Select the category row you need to maintain.

Check the Product Categories title and the Category and Code columns.

Result: The Product Categories list is open, and the category row is ready for a maintenance action.

Continue to Understand the category list before choosing the action.

The category list arranges parent categories with their subcategories beneath them and provides a category-name column, a product-code column, and an action column. The product-code column appears on the Product Categories page. The same form supplies the fields for both entry types.

Surface	What it contains or does
Category	Identifies each category or subcategory row.
Code	Shows the product code for the Product Categories page.
Product category name	Required text field for a category.
Sub product category name	Required text field for a subcategory.
Product code	Required text field. Its length is from 1 through 10 characters.
Action area	Contains New, Add New Sub-Category, Edit, and Delete according to permission.
List toolbar	Provides `Apply filter`, Export, and other shared list actions when available.
Existing-record history	The history area appears when the selected record has an ID.

The category form and subcategory form both require their name and product-code fields on this page. The name fields also use the product's pattern validation. The search panel is not shown, and the action column has no heading of its own.

Use Create or update a category for a category entry, or Create a subcategory for a child entry.

Create or update a category

A category is a named product-category entry with a product code. Use New for a new entry or Edit to change a saved entry, then save the values in the form.

Prerequisites

The Product Categories list is open.
You have the permission for the action you are taking.
You have the category name and product code ready to enter.

Steps

Choose one route.

If you need to… Action
Add a category Select New.
Change a category Select Edit on the category row.
In Product category name, enter the category name.
In Product code, enter a code from 1 through 10 characters.
Select Save.

If you need to…	Action
Add a category	Select New.
Change a category	Select Edit on the category row.

Read the validation message and apply the matching correction in the table.

Message	Action
`This Field Is Required`	Enter a value in the field named by the message.
`Just '_'‘-''.' And '&' Characters Accepted`	Remove characters that are not accepted from the field value.
`Must have maximum 10 letters`	Shorten Product code to 10 characters or fewer.
`Required Field can not be Empty Spaces`	Replace spaces-only text in Product category name with a category name.
`Please Enter the Required Field`	Enter the required category value before saving.

Select Save again after correcting the value.

After a successful save, the application reports Data saved Successfully, refreshes the list, and closes the popup.

Use the category list as the starting point for a new or existing category.

Result: The category is saved or the corrected form remains ready for another Save action.

Continue to Create a subcategory when the category needs a child entry.

Create a subcategory

Use the subcategory form to add a child entry beneath an existing parent category. The selected row provides the parent context.

Prerequisites

The Product Categories list is open.
An existing parent category row is available.
You have edit permission.

Steps

On the parent category row, select Add New Sub-Category.
In Sub product category name, enter the subcategory name.
Review Product code and change it when the parent code is not the code required for the child.
Select Save.
If a validation message appears, correct the field using the message table in Create or update a category.
Select Cancel when you want to close the form without saving the subcategory.

The new subcategory is initialized with the selected row as its parent and with the selected row's product code copied into Product code.

Select the parent category row before opening Add New Sub-Category.

Result: The subcategory form closes after Save, or it closes without a new subcategory after Cancel.

Continue to Delete a category when you need to remove an entry.

Delete a category

Deleting removes the selected category from the list. The delete action is available only when your account has delete permission, and the application asks you to confirm before removal.

Prerequisites

The Product Categories list is open.
The row you intend to remove is selected.
You have delete permission.

Steps

Open the selected row's Delete action.
Read the confirmation Are you sure you want to delete this item?.
Choose one route.

If you need to… Action
Remove the selected category Select Delete.
Keep the category Select Cancel.

If you need to…	Action
Remove the selected category	Select Delete.
Keep the category	Select Cancel.

After a successful deletion, the application reports Data Deleted Successfully and refreshes the list. During the request, the loading status reads Deleting.

Result: The category is removed and the list is refreshed, or the category remains unchanged after Cancel.

Continue to Filter or export the list when you need to work with the list.

Filter or export the list

The list toolbar provides a filtering action and an export action when those permissions are available. Use filtering to narrow the visible list, or open the export options when you need a list file.

Prerequisites

The Product Categories list is open.
You have export permission for the export action.

Steps

Apply a list filter with Apply filter.
Select Export.
When Exporting List: opens, choose the required list export option.
Select Cancel to close the export options without continuing.

The export dialog provides Excel and PDF list options. The product-code column is included in the Product Categories list, while the action column is excluded from export.

Result: The filtered list remains open, or the export options are closed after Cancel.

Continue to When category maintenance goes wrong if a message or unavailable action needs attention.

When category maintenance goes wrong

Use the message or surface you see to choose the next action. The page can block a field, hide an action based on permission, or show the subscription-upgrade surface instead of the list.

What you see	What it means	What to do
`This Field Is Required`	A required field has no value.	Enter a value in the named field and select Save.
`Just '_'‘-''.' And '&' Characters Accepted`	The value contains a character outside the accepted pattern.	Remove the unaccepted character and select Save.
`Must have maximum 10 letters`	Product code is longer than 10 characters.	Shorten the code and select Save.
`Required Field can not be Empty Spaces`	Product category name contains only spaces.	Replace the spaces with a category name and select Save.
`Please Enter the Required Field`	The required category value was not entered.	Enter the value and select Save.
`Are you sure you want to delete this item?`	The application is waiting for a deletion choice.	Select Delete to remove the row or Cancel to keep it.
`Saving...`	The save request is in progress.	Wait for the save result before selecting another action.
`Deleting`	The delete request is in progress.	Wait for the deletion result before selecting another action.
`Data saved Successfully`	The save completed.	Continue from the refreshed list.
`Data Deleted Successfully`	The deletion completed.	Continue from the refreshed list.
`Data Importing completed`	The import action completed.	Continue from the refreshed configuration list.
The subscription-upgrade surface appears instead of the list.	The Product Categories package is not included.	Ask an administrator to review the package before maintaining categories.
New, Edit, Add New Sub-Category, or Delete is absent.	The corresponding permission is not available.	Ask an administrator to review your permission for that action.

After resolving the message or access condition, return to What to do next.

What to do next

After category maintenance, continue from the Product Categories list. A successful save refreshes the list and closes the popup; a successful deletion refreshes the list. The selected parent context is used when you create a subcategory.

Steps

Check the refreshed list after saving or deleting a category.
Select another category when you need to continue maintaining the list.
Return to Create a subcategory when you need to add a child under an existing category.

Result: The Product Categories list is ready for the next category maintenance action.