Category Setup
- Cory Lyle
Categories are used to create bucket groupings which your inventory items are then sorted into. Once sorted categories are assigned to specific services. Categories allow you to setup:
Service Review - Whether Manufacturer Recommendations will be used or not for the category.
Commissions - sets a commission rate for ALL items within the category, it can not be separated per item.
Vehicle Information Brands - please note if category type is set to other, a brand cannot be selected.
The Priority box indicates the level the item should be listed. Priority 1 would show up first, priority 2 second, and so on.
To add a Category:
Select the Inventory Management Tab.
Select My Central Inventory from the Left Panel.
Select the Category Setup Icon.
Select Add at the bottom of the screen.
The below Fields are required before the Category can be saved:
Category Code
Description
Category Type
Please note, Category Type is a preset list, if you do not see a category that fits, select Other.
Default Vendor
Once the necessary fields are filled in select Save at the bottom of the screen or press F5 on your keyboard.
Category Setup Help Video: