Who is this article for?

Users managing product categories.

User Access is required.

Managing product categories entails the organisation and classification of food and beverage items based on various criteria, such as type, brand, or nutritional attributes. This categorisation streamlines product management, making it easier to track, assess, and ensure quality, safety, and compliance for each category within the food industry.

1. Manage Product Categories
2. Add/Edit Product Categories
3. Add/Edit Locations
4. Further Reading

1. Manage Product Categories

Note: Need to know more about products? See the Adding a New Product article for more information.

Use this screen to add and edit your product categories.

1. Select the "Manage Product Categories" tab under My Company Information.
2. The Edit   button will allow you to adjust Product Categories.

3. Once you've chosen the Product Category you'd like to edit, a set of options will appear at the bottom of the window:

4. The system will automatically fill in the product category information.
5. If necessary, you can insert a new row to adjust the details; refer to the category detail information below for guidance.
6. Remember to click Save when you're done.

Note: To view a breakdown of the product category fields, see Configuring Product and Location QA Checks for more information.

2. Add/Edit Product Categories

1. Select "Add a New Product Category".
2. Scroll down to below the category list.
3. Enter your new Product Category Name, in this example it's Vegetables.
4. Select the Product Type.

Note: Please refer to the Product Category Fields table for guidance.

4. If a Sub-category is required Add New Rows as needed and fill in the field. In this example Vegetables is broken down into Root.
5. If a Sub-sub-categorised if required, Add New Rows as needed and fill in the fields. In this example, Root is broken down into Carrot, Potato and Onion.

3. Add/Edit Locations

Use this screen to add locations to complete checks at different stages in your process.

1. Select "Add/Edit Locations".
2. Select Edit.
3. Fill in the location fields as needed and use the Add New Row function if you need more locations.
4. To remove any locations, use the Delete button  .
5. Click Save once you've finished.

5. Add/Edit Check Categories

For information on adding and editing QA checks, responsibilities, and check categories, please see Configuring Check Categories and QA Checks and Configuring QA Responsibilities for more information.

6. Further Reading

• Managing Supplier Categories
• Adding and Managing Levels 1-3
• Configuring Check Categories and QA Checks
• Configuring QA Responsibilities
• Configuring Product and Location QA Checks