Product Category Management

It ensures that all products purchased and sold by the enterprise are categorized and managed by the related company and responsible persons. Workcube allows you to categorize your products by specifying categories for your products.

ROUTE: ERP > Sales-Distribution > Product & Stocks > Product Category Management

An unlimited number of product categories and subcategories can be saved. You can view the product categories as a list on the Product Category Management page.

IMPORTANT: Changes in product category definitions, in particular, should be made carefully so as not to cause disruptions in the product category hierarchy.

NOTE: If you do not want to display subcategories while listing product categories, you should search by checking the "Only Main Categories" box.

Product Category Definitions

The product cannot be registered to the system without a category definition. Category and sub-category definitions should be made for all products purchased and sold. Product categories; You can define it from the Product Category Management page. If the category is associated with a product, the delete button will not appear for the integrity of the records and cannot be deleted.

1. Related Companies: The category added from this field can be associated with the defined companies. The added product category and the products connected to this category can only be viewed in the periods of the associated companies.
2. Upper Category: This is the field where the upper category including the category you will add is selected. All categories registered in the Workcube system are listed in their hierarchical order. In order for the category hierarchy to be processed correctly, the parent categories must be selected correctly. There is no need to select a category from this field only for main category records.
3. Category Code: The code to be written in this field is combined with the code of the selected upper category and listed hierarchically in the system. As soon as the parent category is selected in the left box in this field, the code of the relevant parent category is automatically displayed. The code for this category is written in the right box. E.g; While the code for the food category is 100, when the code 11 is defined for the newly added Dry Food category, the code for the "Dry Food" category becomes 100.11.
4. Category: The category name to be added to this field is defined. E.g; If a hierarchical categorization is to be made as Food > Dry Food > Carbohydrates > Pasta, each category should be defined separately and their names should be written accordingly.
5. Margin: The lowest and highest margin (or discount) rates for the defined category is entered in this field. When the "Calculate by product category margin" option is selected in the price list definitions, this field is used to calculate the list price over these margins defined in the category the product is included in.
6. Explanation: If there is an explanation to be added about the product category, it is defined here.
7. Listing Order: This feature is valid for sites designed and managed by Workcube. The listing order is written for the defined category and the listing order of the category is determined on B2B and B2C sites.
8. Stock Code Counter: Add the stock code counter from this field.
9. Add Image: Images in various formats such as JPG and PNG are added for the defined category. These images can be used on B2B, B2C sites.
10. The "Display on Web" box allows the category to be displayed on B2B, B2C sites. If you want the products in the added category to be customizable, check the "Configurable" box.
11. Related Brands: In this field, the brands to be associated with the category are selected. E.g; If we sell x, y, z branded pasta in the pasta category, we can add these brands to the category definition.
12. People in Charge: Persons responsible for this area are defined.

After specifying the required information, click the “Save” button. The category name you add will be displayed in the list just below its parent category and will be available in all product transactions and records.

Product Category Update

It is possible to update the registered product category. For this, it is sufficient to click on the name of the category in the category list and go to its details.

On the product category detail page, some definitions can be made that do not appear during the addition. You can access these areas by going down the page.

IMPORTANT: After any additions or changes that have been made in each section, you must click the Save button under that section.

1-Content

This field is used to add content related to the product category. You can associate the product category with a wiki by clicking the W icon, associate a previously saved content with the category with the magnifying glass icon, or add new content with the "+" button.

2-Product Related Features

The properties associated with the products to be included in the product category are defined in the "Product Related Features" field. Product feature definitions are used to define different features and variations (color, size, scent, etc.) related to products. When you click on the "+" sign, you can select predefined features or define new features from the screen that opens.

When you add a product belonging to this category, its features come automatically.

When you want to add a new feature definition by clicking the "+" sign on the "Add Variation to Feature" selection screen, a screen like the one below will appear.

• If the "Active" box is not checked, the recorded feature cannot be displayed in the purchase and sale transactions made with the product.
• When the "Check the Basket" box is checked, among the products sold on the partner portal, the products with the basket control feature but with different variations cannot be added to the same shopping cart. E.g; Let's consider 2 products with language features. Let's assume that the variation of one of these products is English and the variation of the other is German. Although the features of these products are the same, they cannot be included in the same shopping cart because their variations are different.

3-Quality Control Type

The quality control type is selected for the category defined in this field. The quality control process follows the order in the sequence information entered into the system. Quality control types are defined on the ERP > Production > Production Design > Quality Control Definitions page. Click the "+" sign to be able to add a quality control type. When you click on this icon, it will be added to the bottom with the line where you can specify the quality processes related to this product category. Add sequence information for the quality control type. (The quality control process will follow in this order.)

4-Quality Control Parameters

In this field, model numbers and acceptance/rejection conditions are defined at the lot size and control levels.

5-Account Inspection Levels

In case a particular member has a different control application, it can be specified in this field. E.g; If the EU Health Member receives the products with a quality control certificate, this can be specified in this field. Inspection levels must be defined before editing this page.

To define inspection levels, go to Dashboard > System > Parameters > Inspection Levels.

Language Definitions in Product Category

It is possible to define the Product Category name in different languages. When these definitions are made, for example, the user using the system in the English interface will see the Category name with the name entered in the English field.