Do you know how to create a new article hierarchy level?
Purpose of Item Category :
An Item category is like a special group of things that share similar features. It's a way to organize and group similar items together, so you can easily set prices and create reports for them.
Benefits of Item Category :
1. To Distinguish a group of things having comparative highlights.
2. To Identify the category of items that sells the most and offers the most benefits.
Benefits of mapping the Item Category in bulk :
1. To map multiple products at one go.
2.The advantage of adapting this way is the time taken to map each item by category will be drastically reduced.
Steps for doing the Item Category Migration :
Page Navigation :- Tools >> Master Migration
Process involved in creating Item Category mapping through migration :
Generate the Sheet in master migration
Create the Item Category mapping sheet
Upload the sheet
If you face any error during upload, check in Upload Status
Fields In Detail:-
Following are the fields of the Item Category mapping csv file and everything you need to know about it.
Field | Description |
Item Code | Enter Item code, Masters>Item>Item>ID |
Item Name | Enter Item Name |
Cat_1 | Enter category details |
Cat_2 | Enter category details |
Cat_3 | Enter category details |
Cat_4 | Enter category details |
Cat_5 | Enter category details |
Item Category mapping Upload Procedure :-
Step 1 : Navigate to Tools, then click More. select on Master Migration.
Step 2 : Select your Item Category mapping from the master list of those that must be migrated.
Step 3 : Select the Load configuration option after choosing Master from the list to see the appropriate Caption name, Column size, Add to sheet and Data type.
Step 4 : Enable the field which needs to be added in sheet. You can specify certain fields as mandatory also. After selecting the fields, Click on Save Config and Download the CSV. The excel sheet will get downloaded (Kindly take note of the column size, Data type and Column value before filling up the sheet and make sure the values filled up in the sheet satisfy the conditions)
Step 5 : Fill out the provided template with the information of Item Code, Item name, Category as per the details.
Step 6 : After filling up the sheet, Click on Upload Sheet and select the master, then browse the file and click on Upload file. Once uploaded will get message as successfully uploaded.
Step 7 :- Verify that the uploaded Item Category mapping migration information is accurate. Access Masters >> Item>>Item
FAQ :
1) Is it possible to map more than 10 categories in bulk in the software?
According to the business flow and software capabilities, you can only map the 10 main categories.
2) When a migration fails, how can you check for errors?
You can verify the errors by navigating to the "Upload Status" tab under the "Master Migration" menu, as shown in the screenshot below.
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