This document outlines the process for merging categories within the GOFRUGAL HQ system. Merging categories can help streamline inventory management, improve reporting accuracy, and enhance the user experience.

When to merge categories

Duplicate categories: If you have identified categories with identical descriptions or purposes, merging them can eliminate redundancy and simplify data management.

Improved organization: Merging categories can enhance the overall organization of your product catalog, making it easier for users to find what they need.

Before you begin

Identify categories to merge: Carefully evaluate your product catalog and pinpoint categories that are suitable for merging. Consider factors like product type, sales history, and customer behavior.

Data backup: It's crucial to create a backup of your current Category Masters in Excel or any spreadsheet before proceeding. This ensures you can cross-check the old and new data at any point of time.

Impact assessment: Assess the potential impact of the merger on reports, workflows, and user experience. Communicate the upcoming changes to relevant stakeholders.

The merge process

1. Click on MDM > Attribute Master Management > Category Merge.

2. Click Add/Delete.

3. On the Category Merge page, click + Add New.

4. Enter the category in the Category field.

5. Enter the source category in the Source Category List field.

6. Enter the category list you want to merge in the Category List to be Merged field.

7. Click Add.

8. Check the box next to the newly added merge action.

9. Click Bulk Merge to complete the process.

Post-merge tasks

Data verification: After the merge is complete, verify that all product data has been migrated accurately to the target category.

Report updates: Ensure any reports relying on the merged categories are updated to reflect the changes.

User communication: Inform relevant users about the category merger and tell them about any adjustments they might need to make in their workflows.

By following these steps and considering the potential implications, you can effectively merge categories within GOFRUGAL HQ to optimize your inventory management and enhance the overall system experience.

Important note:

If re-implementation occurs at the outlet where you are attempting to merge categories, the merge will not take place and an error will be displayed. The only option is to deactivate the incorrect category and map the correct category to the items. If the issue persists, please contact our support team for assistance.