PriceBook Sub Categories

PriceBooks categories are further subdivided into subcategories. To access the subcategories page go to Settings > PriceBooks > Categories > Specific Category. This will show all the subcategories within the category.

Subcategory Top Level View

  • The page defaults to the list of different subcategories of the selected category. These are presented in a grid view.
  • Use the +Add New button at the upper right-hand corner to create a new subcategory.
  • Use the icons on the grid to add an assembly, edit or delete the subcategory.
  • Click on the specific subcategory to access its list of assemblies.

Create a Subcategory

1. Hover over the category grid on the Categories page.

2 Click on the + icon.

  • Alternatively, click the +Add New button at the upper right-hand corner of the Subcategory page.

2. Fill in the details on the Add Sub Category window. Fields with (*) are required.

  • Name*
  • If available, upload an image of the subcategory.
    1. Click on the Upload Photo button on the Category Image field
    2. Select the image and upload this. 
      • Image size is should be up to 1mb only, with dimensions 400×350 (recommended). The image will not upload if it is bigger than 1MB.

3. Save the new subcategory. This will be added to the list of subcategories of the selected category.

Edit a Subcategory

1. Hover over the subcategory.

2. Click the pencil icon at the upper right-hand corner of the grid.

3.  Edit the category name or update the image on the Edit Category window.

4. Save the changes.

Delete a Subcategory

1. Hover over the subcategory.

2. Click the X button at the upper right-hand corner of the grid.

3. A warning window will come up. Click the Yes button to continue and No to cancel the action.