πŸ“¦ Product Categories & Statuses

Categories and statuses in products define how your products are grouped and tracked throughout their lifecycle. This ensures consistent organization and helps teams quickly identify product type and stage.
πŸ“– Read time:
2
min
πŸ”– Category:
Standard

πŸ“Œ Understanding the Grid

The grid functions as a matrix:

  • Rows β†’ Product Categories (e.g., Equipment, Spare Parts, Consumables)
  • Columns (under β€œStatus”) β†’ Product Statuses (e.g., Active, Discontinued)
  • Checkbox β†’ Links a category to a specific status

You can also nest categories in a tree structure for sub-grouping.

βž• Creating a New Product Category

  1. Click + Category at the top.
  2. Fill in:
    • Name β†’ Category name (e.g., "Equipment").
    • Description β†’ Short explanation of the category purpose.
    • Sorting β†’ Number to decide where it appears in the list.
  3. Press Save and Close.

🏷 Creating a New Product Status

  1. Click + Status at the top.
  2. Fill in:
    • Name β†’ Status name (e.g., "Active").
    • Description β†’ Short explanation of the status.
    • Sorting β†’ Number for display order.
  3. Choose a background color for easy identification.
  4. Press Save and Close.

πŸ”— Linking Categories to Statuses

  • Find the category row.
  • Tick the checkbox under the relevant status column.
  • A category can be linked to multiple statuses for flexibility.

πŸ“‹ Example Status List

StatusDescription
ActiveProduct is available for sale or use.
InactiveProduct exists in the system but is not actively offered.
DiscontinuedProduct is no longer produced or supported.
PrototypeProduct is in development and not yet released.

❓ FAQ

Q: Can a product be linked to multiple categories?
No, a product belongs to a single primary category, but the category can be linked to multiple statuses.

Q: What happens if I remove a status?
After a status has been used, deletion is not possible. If you no longer need it, you can disable it by setting Active to False.

Q: Can I reorder product categories?
Yes, use the Sorting number to control display order.

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