Categories

From the Categories tab, you can add and manage categories and subcategories for your organization. Customer categories, or groupings of similar items or services, are flexible so they can be made to match your business practices, can be used to organize and track your analytics in a way that makes sense to your organization, and help to improve your supplier recommendations. For your events, you can select one or more categories or category/subcategory combinations to define an event.

Access: To access these settings, you will need to be assigned to the Admin role for your organization.

Example: An example of a category and subcategory is IT Hardware and Laptops

Access categories list

You can access a list of categories and subcategories defined for your organization from the Administration screen. The screen provides a list of categories and subcategories.

1

From the menu , select Administration.

2

Select the Categories tab.

Add a category

To create a new category, complete the following:

1

Click Add Category. A window displays.

2

Enter a Title for your category.

3

Click Create.

Add a subcategory

To create a new subcategory, complete the following:

1

Select a category. The subcategory will be added as a child to the selected category.

2

Click Add Subcategory. A window displays.

3

Enter a Title for your subcategory.

4

Click Create.

Edit a category

After you have created a category or subcategory, you may need to edit it.

• For a category or subcategory line, click actions and then select Edit. The category or subcategory displays in edit mode.

Update category status

With category and subcategory status, you can control if users in your organization can select it. Once deactivated, you can activate a category or subcategory so users can use it again.

• Deactivate a category or subcategory: For the category or subcategory line, click actions and then select Deactivate. The category or subcategory is deactivated and users will no longer be able to select it. For categories, all active subcategories will also be deactivated.

• Activate a category or subcategory: For the category or subcategory line, click actions and then select Activate. The category or subcategory is activated and users will be able to select it. If the category has subcategories that were active when it was deactivated, they will also be activated.