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Category Master Module User Manual

The Category Master helps you organize your Product / Services catalog. Use categories to keep names consistent and to make searching and selecting products easier.

1. Introduction

Categories are used to group products and services. A clean category structure improves reporting and reduces mistakes while creating invoices.

2. Key Features

  • Category List: Search categories by name and view status at a glance.
  • Team-Scoped Uniqueness: Category names are unique for your team, so duplicates are avoided.
  • Status Control: Mark categories as Active or Inactive to control usage.
  • Safe Deletion: Deleting a category marks it as Deleted; you can reuse the same name later.

3. How to Use the Category Master

3.1 Open the Category List

  1. Go to Category Master from the CRM side menu.
  2. Use the search bar to find categories by Category Name.
  3. Each row shows ID, Category Name, and Status.

3.2 Add a New Category

  1. Click Add Category from the category list.
  2. Enter Category Name. Maximum length is 30 characters.
  3. Save using Save Category.

3.3 Edit an Existing Category

  1. From the list, open the category using the View icon.
  2. Click Edit and update the Category Name.
  3. Save changes to apply updates across the catalog.

3.4 Change Category Status

  1. Open the category details page via View.
  2. Use Change Status to switch between Active and Inactive.
  3. Inactive categories remain in history, but should not be used for new work.

3.5 Read the Category Details Page

The details page includes:

  • Category Information: ID (Category Number) and Category Name.
  • Overview: Current status, and created date.
  • Recent Activity: A short timeline of updates.

4. Best Practices

  • Use clear, consistent category names so teams can quickly find the right grouping.
  • Avoid creating multiple categories with the same meaning; prefer updating the existing one.
  • If a category is no longer needed, mark it Inactive first, and use Delete only when appropriate.
  • Remember: category name reuse is allowed after the category is marked Deleted.

5. Field Reference

  • Category Name: Required. Maximum length is 30 characters.