Item Category Mapping
Purpose
To perform a bulk update of item categories, we should utilize the Item Category Mapping screen. This feature allows users to efficiently update categories for a large number of items at once. For example, if a customer needs to update the category for 1,000 items, they can seamlessly manage it through this screen.
Tools >> More-->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
Check Upload Status for Errors
Fields in Detail
Below are the fields for the Item Category mapping CSV file and their descriptions:
Item Category Mapping Upload Procedure
Step 1: Navigate to Master Migration
Go to Tools, click More, and select Master Migration.
Step 2: Select Item Category Mapping
Choose Item Category Mapping from the master list to migrate.
Step 3: Load Configuration
Select Load Configuration to view the relevant caption name, column size, additional fields, and data types.
Step 4: Configure Fields and Download Template
Enable the fields needed in the sheet and specify mandatory fields if required.
Click Save Config and download the CSV template. Ensure you note the column size, data type, and values to meet the requirements. VVBNN
Step 5: Fill the Template
Complete the CSV template with details for Item Code, Item Name, and category fields (Cat_1 to Cat_5).
Step 6: Upload the Template
Click Upload Sheet, select the master, browse for the file, and click Upload. Confirm upload success with the displayed message.
Step 7: Verify Uploaded Data
Ensure the uploaded Item Category mapping data is accurate by navigating to Masters >> Item >> Item.
FAQ'S
1.We need to change item categories for a seasonal sale temporarily. Can we revert them after the sale ends?
Answer: Yes, you can temporarily change the item categories by uploading a new CSV with the sale-specific categories. Once the sale ends, you can revert to the original categories by re-uploading a CSV with the previous configuration. Always keep a backup of the original mapping sheet for easy reversion.
2. What happens if I leave a category field (e.g., Cat_3) empty in the CSV template?
Answer: If a category field is left empty, the system may interpret it as a null value, which can affect billing or reporting functions that rely on that category level. Review the CSV before uploading to ensure all necessary fields are completed. If certain items do not need all category levels, make sure this aligns with your store’s configuration rules.
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