Add or Remove Items from Categories in Pricing Tool

When you add an item to a category, the settings of the category are applied when publishing the item to Provet Cloud. For example, items may be published only to those departments that are enabled for the category and default percentages may be applied for the enabled departments.

Note that you can add items to categories only when both the item and the category are active (not archived).

You can select categories for a new item when creating it. For existing items, you can define categories on the products page, item page, or category page. One item can be added to several categories.

Add an Item to a Category When Creating a New Item

See Add a New Item Manually in Pricing Tool.

Add Items to Categories on the Products Page

  1. Go to the Products page and find the items you want to add to the same category or categories.

  2. Select the item rows so that they become highlighted. A button menu appears at the bottom of the page.

  3. Select Assign categories. A dialogue opens.

  4. Start typing in the Search categories field to find available categories and select the categories you want to add the items to.

  5. Select Save categories.

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Add or Remove Items from Categories on the Item Page

  1. Go to the Products page and find the item you want to add to or remove from a category or categories.

  2. Select the View item link at the end of the item row.

  3. If the item belongs to any categories, they are listed at the top of the page.

    • To add categories for the item, select the Edit categories / Add categories link, start typing in the Search categories field to find available categories, and select the categories. The categories are added under Associated categories.

    • To remove the item from a selected category, select the x in the category box.

  4. Select Save categories.

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Add or Remove an Item from a Category on the Category Page

  1. Go to the Categories page.

  2. Find the category you want to add items to or remove from and select the View category link at the end of the category row. The items currently included in the category are listed on the category page.

    • To add an item to the category, select Add item in the upper right corner of the page, start typing in the Search item field to find available items, and select the items you want to add to the category.

    • To remove an item from the category, select the Remove item link at the end of the item row on the category page and confirm.

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