B2B - Setting up Item Categories & Customer Categories

Here are the instructions for setting up Item Categories & Customer categories for use in the Order Time B2B Portal.

• How to get to the Categories

  • Admin > Profile Lists > Categories

• Records

  • This list shows you the current categories and the nesting for child categories
    • Example
      • Valves
        • Ball
          
        • Butterfly
          
        • Check
          
        • Diaphragm
          
        • Gate
          
        • Parallel Slide

• Creating a Record

  • Name
    • Enter the name for your category
  • Parent
    • Choose the parent category if you are nesting a child category
  • Active
    • Checked - Category is active
    • Unchecked - Sets Category to inactive
• MAKE SURE YOU HIT SAVE ON THE TOP-RIGHT
  • You can always return to these settings by going to Admin > Profile Lists > Categories

• Add the Category Drop-Down to Customers

  • Head to Admin > Page Layouts
  • Select Record Type: Entities
  • Select Layout Type: Editors
  • Click on the Edit button for Customer
  • We suggest dragging the Category Drop-Down from Widgets into the Defaults Tab shown below
  • Hit Save

• Add the Category Drop-Down to Items

  • Head to Admin > Page Layouts
  • Select Record Type: Entities
  • Select Layout Type: Editors
  • Click on the Edit button for Items
  • We suggest dragging the Category Drop-Down from Widgets into the General Tab shown below
  • Hit Save

• Importing Categories

  • You can import categories the same way you import any data into Order Time.
  • Head to Admin >> Import >> Click on the button that says New Import Job

  • You can import the Customer Category

    • When importing customer categories you are importing which categories that you'd like to limit them to.
    • When the portal setting (Only show products in customer categories) is checked, they will only see the categories they are attached to.
    • To learn more, refer to the section above "Add the Category Drop-Down to Customers"

  • You can import the Item Category

    • When importing item categories make sure you import the parent categories first.
    • If the parent category is something like Cleaning Supplies, you'd upload those first.
    • Then upload the child categories such as Floor Cleaners, Windows and Glass Cleaners, etc.

• TO APPLY ALL OF THESE CHANGES YOU MUST REFRESH YOUR PORTAL
  • To do this go to Admin > B2B Customer Portals > Click Refresh Portal (It's below the Configure & Deactivate Buttons)
• Next Step, Setting up Contacts with Portal Access

Return to the B2B Portal Guide