Creating and configuring a new category of products

In Altegio, a 'category' refers to a collection of products that share common characteristics. For instance, all products from Davines would fall under the 'Davines' category, while all shampoos, regardless of the manufacturer, would be categorized under 'Shampoos.'

Upon setting up your account, you'll find that the 'Main products' category has already been created for you. However, you can create, modify, archive, or delete categories as per your requirements.

A new category

1. Go to the Inventory Products section.

2. Click the Add a category button under the list of categories.

3. In the new window that opens add information about this category: add Name, select Parent category (meaning a folder into which this new category’s folder will be put into, making your new category a sub-category), SKU, and Comment.

4. Click the Save button.

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Editing

You can edit information for all product categories. To begin, select the category you want to modify by clicking on the Edit button located next to its name. Once you do this, a new window will appear where you can update various details such as the Name, Parent category, SKU, and Comment. After making your desired changes, simply click on Save to confirm and apply them.

Here you can also delete or archive a category of products. Archiving makes it possible not only to permanently delete a category, but to archive unused lists of products, and then either delete them or restore them if necessary.

Important

  • You can archive location-only products.
  • You cannot archive the only category you have.
  • You cannot archive a category if it contains products or another category in it.
  • You cannot archive products assigned to the bills of materials.
  • Archived products that were included in the payroll calculation will disappear from the payroll calculation.
  • Deleted categories and products will be restored into the Archive (contact Altegio Technical Support team for restoration).
  • You won’t be able to delete a category that contains products. Remove all products from a category before deleting it.

You can archive a category of products only if the following conditions are met:

  • The user has the right to Access to archiving and restoring products (this can be configured in the user’s card in the Settings System settings Users section in the Access Rights Inventory section).
  • This is not a chain category and it’s not assigned to another chain category.
  • This category of products isn’t deleted.
  • This category of products isn’t archived
  • There are no active subcategories or products in the category (only archived and deleted ones).
  • This category is not the only category you have.

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If you need to restore a category from your archive or permanently delete it, you can do so through the Product Archive section located on the left-hand side of the screen. Once you're there, navigate to the 'Categories of products' tab and choose to restore the desired categories one by one or select multiple categories using the checkboxes provided. From there, you can either click on the 'Restore Selected' button or the 'Delete' button to execute your selected action.

To return to the list of products, simply click on the 'Back to Products' button located on the same page.

You can restore a category of products only if the following conditions are met:

  • The user has the right to Access to archiving and restoring products (this can be configured in the user’s card in the Settings System settings Users section in the Access Rights Inventory section).
  • This is not a chain category and it’s not assigned to another chain category.
  • This category of products isn’t deleted.
  • This category of products is archived.
  • This category of products isn’t in the deleted category of products.
  • This category of products isn’t in the archived category of products.

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Important

  1. Categories of all levels are sorted by their creation date - the very first one created will be at the top, below it - the second one, etc.
  2. Any category of products can be deleted (including the Main products category, which is created by default). However, you won’t be able to delete absolutely all categories of products in Altegio, at least one category must remain at any time.

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