1. Click on settings.
  2. Click on material data (product category is the landing screen to encounter).
  3. Click on create category (as shown marked with red arrow in figure 108 below).
  4. Input category code (auto generated). 
  5. Type in category description.
  6. Select category type using dropdown (product or service). 
  7. 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.