Sub-categories are useful in several ways. Products can be filtered, sorted, or grouped by sub-category on certain reports. Use the Sub-Categories screens to set up the product sub-categories your company would like to track.
Sub-Categories
- Each sub-category can be associated with one category; and each category can be associated with one group
- Sub-category codes may be reused however, for example a generic sub-category of “MSC” for miscellaneous or “ALL” for all products is acceptable. The combination of Category and Sub-Category makes these entries unique.
- Sub-category is the lowest level grouping shown in the product index displayed on the eCommerce screens
- Additional Product Filters can be assigned to a sub-category
- These filters will aid in searching in online ordering in Online Stores and Self-Service Portal modules
- Go to Settings > Value Lists > Product Only Lists> Sub-Categories to see a list of sub-categories, edit a sub-category, or create a new sub-category
Sub-Category Fields
| Fields | Description |
| Active check box | To view an inactive account, see Active and Inactive Records. |
| Category | Three-digit code that identifies the category in Accolent ERP. An entry in this field is required. |
| Subcategory Code | Three-digit code that identifies the sub-category. An entry in this field is required. |
| Description | Description identifying the sub-category. An entry in this field is required. |
| Web Display | Should this sub-category of products be displayed in eCommerce modules? |
Filter List
- List of existing eCommerce Product Filters that can be applied to this sub-category
- Filters must have been previously entered using the “Product Filters” value list
- You may select any number of filters to increase the selection of products in this sub-category by eCommerce users. For example, in a clothing product line, examples may be Size, Color, Fabric, etc.
List of Filters Fields
| Field | Description |
| Delete Filter | Remove a Product Filter from the Sub-Category. |
| Filter Code | eCommerce Product Filter code. |
| Filter Name | eCommerce Product Filter name (description). |
| Default Filter | Default filter. |
| Active Check Box | Is the Product Filter active for this Sub-Category? |
| Sequence | Organize the filters as they should appear in ecommerce |