Display Categories are used by the ES 100 orders, web site shopping cart, extranet shopping cart, and the party plan extranet order entry system (if applicable). A display category is created and then sub categories are created.
Products are displayed according to the category /sub category hierarchy. As a standard, a single product can display in up to five (5) sub categories simultaneously. Display category and sub category names should establish an organizational convention relevant to the products. You can set up an unlimited number of categories and sub categories.
It is not necessary to set up display categories prior to creating products. This can be done at any time and category and sub category names can be changed real-time at any time. The “General” display category and “General” sub category are standard default categories in the ES 100.
To set up a Category click Company Tab, click ES100 Setup, click Inventory, click Categories. A list of existing display categories will display in the screen. Click Create Category. Enter the name of the category and the display order. Click Save. The category will now display in the list.
To edit a Category click on the category name in the list, click Edit Category and make changes to the name and the display order. (Please note, that if a display order is not assigned, the default display order value will be 99999 and the display categories will show in all carts in the order that they are created.) Click Save.
To create a Sub Category click Company Tab, click ES100 Setup, click Inventory, click Categories. A list of existing display categories will display in the screen. Click on the appropriate category in the list. The list of sub categories for the specific category will be displayed on the screen. Click Create Sub Cat, enter the sub category name in the Name box and click Save. The sub category will now display in the list.
To edit a Sub Category click on the sub category name in the list, make changes to the name and the display order. Click Save.