Categories and statuses help you:
- Classify products by type
- Track logistics and procurement stages
- Filter and report on specific product groups
This ensures everyone in the project team understands the purpose and progress of each product.
🏷️ What is a Product Category?
A Product Category defines what type of product you are working with.
Examples include:
- Hi-Fi Components
- Motors
- Pumps
- Spare Parts
🔄 What is a Product Status?
A Product Status shows where the product is in the procurement or follow-up process.
Common statuses include:
- To be ordered – The product needs to be purchased
- Ordered – The product has been ordered from a supplier
- Under follow-up – The product is in transit or under supplier tracking
- Delivered – The product has arrived
- Installed – The product is mounted or implemented
- Cancelled – The product is no longer needed
🗂️ Product Category & Status Overview
Field
Purpose
Category
Classifies the product by type or function.
Status
Tracks the product's stage in procurement, delivery, or use.
Status Description
Optional text field for additional comments or clarifications.
🖱️ How to Set or Change Categories and Statuses
- Click the Product in the List
This opens the product details panel. - Edit the Category and Status Fields
Select the desired category and status from the dropdown menus. - Save Your Changes
Click Save to update the product.
🛠️ Example Use Case: Logistics Tracking
A procurement manager uses product statuses to:
- Filter all products marked "To be ordered"
- Update the status to "Ordered" after placing an order
- Switch to "Under follow-up" once the order is confirmed by the supplier
This creates a clear product flow throughout the project lifecycle.
❓ FAQ
Q: Can I create custom categories and statuses?
Yes, categories and statuses are user-defined in the standards by your administrator.
Q: Can I filter the product list by category or status?
Yes, use the filter options in the product list to sort products by category or status.
Q: Are categories and statuses mandatory?
No, they are optional, but using them is highly recommended for clarity and follow-up.
Q: Can I change the status after the product is created?
Yes, you can update the status at any time as the product progresses.
