Item Categories

Created by Naquiya Badri, Modified on Sun, 31 Aug at 8:22 AM by Naquiya Badri

What are Item Categories in a CRM system?

Item categories are an organizational tool used to group related products or services within a CRM system. They simplify catalog management, improve navigation, and are essential for efficient Configure, Price, Quote (CPQ) setups. Categorizing items logically enhances the sales process and ensures a better user experience for both teams and customers.

Managing Item Categories

Categories List View

Log in to Zhylar.
Go to Left-hand panel
Click on Configuration
Under Masters, click on Item Categories

A new page will open.
All the items added to the system will be listed.

Add New Category

To add a new category, click “+ New Category”

A side sheet will open.

Enter details:
- Category Name: Name of the Category
- Sub-Category: If it is a category within a bigger category. If yes, a parent category must be tagged. (Refer section below).
- Description: A brief description of the category
- Status: Whether category is in use or not
Click “Save”

Sub-Category

A sub-category is a category within a bigger category.
To check a category as a sub-category, a parent category must be marked.
E.g., Parent Category: Laptops -> Sub-category: HP

Update Existing

Click ⋮ 3 dots > Update→ Make changes

Click Save

Status

Toggle active/inactive status
To mark inactive, category must not be associated with any item. Or you will receive an error message.

Make required changes to proceed.

Delete Category

Click ⋮ 3 dots > Select Delete

Type “DELETE” to provide confirmation.

The Category will be deleted.

If category is associated with some Items, you will receive an error message.

Make requisite changes to proceed.

Please note: If a parent category is deleted before deleting sub-categories, the sub-categories will be automatically updated. They will be updated to become parent categories themselves.

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