- Click on settings.
- Click on material data (product category is the landing screen to encounter).
- Click on create category (as shown marked with red arrow in figure 108 below).
- Input category code (auto generated).
- Type in category description.
- Select category type using dropdown (product or service).
- Click on "submit" button.
Fig.108 annotated with arrow is the create category button.
Fig.109 Popup screen for creating product category.
To upload an existing file:
Instead of creating a new product category, user can upload an existing document by:
- Click on the upload button as annotated with a below.
Fig.106 toggle the button to upload a template product is annotated.
- The next screen is for uploading product as shown in image 107 below. Fig.107 upload category product screen by clicking browse button marked with red arrow.
- Click on select template.
- Select appropriate document (saved as csv file)
- Click on upload button.