The Categories Screen

Use the Categories screen to manage product categories in the PAYD Pro PlusTM In-Store Solution. Together with brand name, attribute, pricing group, promotion and fee management, category management is part of PAYD Pro Plus inventory management functionality, which is accessed from the Products menu in the PAYD Administration main screen.

Categories enable you to better manage your inventory by hierarchically organizing products into categories similar to how store departments are set up. This allows you to view and track your products in ways that meet your specific needs, such as tracking sales by category (see Total Sales by Category Report). For help on assigning categories to products, see Adding a New Product, Entering Additional Product Information and Editing Product Details.

NOTE: How you structure your categories and the coding you use to identify them are very important factors if you want to take full advantage of the PAYD Pro Plus inventory import function. For help on importing inventory and the connection with category management, see Importing Inventory.

To display the Categories screen:

  1. On the PAYD Administration main screen, click Inventory.

  1. On the Inventory menu, under the Product heading, click Categories.

The Categories screen displays a clickable view of your product category hierarchy tree.

 

Category Management Functions

From the Categories screen, you can do the following:

NOTE: Depending on your user permissions, some functionality may be disabled or greyed out.

To expand/collapse the product hierarchy:

 

To change a category's position within the hierarchy:

  1. In the Categories screen, click the category you wish to move.

  2. Hold down the left mouse button and drag the category to a new desired location within the hierarchy, then let go of the button.

A confirmation popup appears asking you to confirm the move.

  1. Click Ok to confirm the position change.
    OR
    Click Cancel to reject the change and return to the Categories screen.  

NOTE:  You can move any category up or down. If the category contains sub-categories, they will move with their parent. To move a category back to the top level, drag and drop it back to the root "Products" category at the top of the Categories screen.

 

To search categories:

 

To view details of an existing category:

 

To add a new category:

 

To set a category's online attributes:

NOTE: These options are only available to merchants using the PAYD Pro Plus eCommerce module. If you do not have eCommerce, these options will not be visible to you.

 

To edit a category:

 

To delete a category:

 

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