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Configure Product Categories

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2 min readUpdated

Administrator Guide › Configuration › PM settings

Product Categories — Configurations › PMSettings › Product Categories

Overview

Use Product Categories to maintain the category structure used for products in the PM area. Administrators configure categories when setting up product classification for the company, including categories for storable products and other product types. Use this page when a new category is required or when existing category records must be reviewed.

Before you start

You must be signed in before you can access the Product Categories page.

Note: The Product Category entry form enforces four required fields. Provide values for all required fields when creating or updating a category.

Steps

  1. In the main navigation, select Configurations, then select PMSettings, and then select Product Categories.

  2. Review the existing Product Category records. Use the displayed category information, including Category Code, to identify the category record that requires configuration.

  3. To begin configuring a new Product Category record, select New.

  4. Complete the required information in the new Product Category entry form. Ensure that entries comply with the format validation applied to four fields.

  5. Return to the Product Categories list and verify that the category is available in the configured category records.

Tips & cautions

Warning: Where format validation is applied, use only the accepted special characters: underscore (_), hyphen (-), period (.), and ampersand (&).

Tip: Review existing category records before adding a new one to help maintain a consistent category structure.

Troubleshooting

  • You cannot access Product Categories → You are not signed in → Sign in, then navigate through Configurations > PMSettings > Product Categories.

  • A category entry does not pass validation → A required field is incomplete or a validated field uses an unsupported format → Complete all required fields and use the accepted special characters where needed.

  • You need to add another category → The existing list does not contain the required category → Select New to begin a new Product Category entry.

Result

The Product Categories workspace is available for maintaining Product Category configuration records.

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