Overview of category structure in OrderEasy

Overview of category structure in OrderEasy

With the increase in usage of e-commerce applications, customers expect good user experience in the applications. In order to give the best user experience to the users of OrderEasy, the categories can be structured in a tree structure to make the users get the best shopping experience from the app.
Follow the below steps to reflect the category tree structure in your app:

STEP1:


Click on edit for the user you want to provide the access for LOV sequence

The first customer should decide which category to come in the first level and which one next, for that he needs to do lovSequence mapping.

POS -> Inventory -> Miscellaneous -> Category LovSequence

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  Level 1: ProductType (Cat1)
  Level 2: Sub-category (Cat3) and 
  Level 3: Company (Cat2)

If you don't find the "Category LOV Sequence" option in your POS, follow the below swteps to enable it:

  • Click Tools > Security Controller > Security Manager.
  • The Security Manager screen is displayed.

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    Click on edit to the user you want to provide the access

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    Click on custom settings against inventory

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    Click custom settings against miscelleneous and selct Category LOV sequence -> Save

    NOTE: If you have maintained the LOV sequence right already in the category manager,Skip the first step move to the second step directly

    STEP 2:

    To map the parent category and maintain the tree structure enable a configuration in the POS
    Go to POS->Tools->Configuration manager->Configuration->Enable Parent category mapped based on hierarchy for main category in category master
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    STEP 3:

    Based on how the categories should drill down in the app, now customer has to map the parent child categories in the POS

    Go to POS -> Inventory -> Category master -> Manage tabs -> enable parent code and click apply.


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    STEP 4:


    Go to POS -> Inventory -> Category Master, load any existing category name for which you want to map the parent category.

      
    For e.g., If you have Bake house (Level 1 - product) and Confectionery (Level 2 - sub category), then in order to do this mapping, you should first load the existing  Confectionery  category in the category master and in the parent code, select the Bake house. That means you are trying to map Bake house as parent of Confectionery.

    Bake house -> Confectionery
    The same way, if you want to map Balloons,Beverages categories under Confectionery, then follow the above steps and map the Sanitary pads as parent to both Balloons and Beverages.
    Bake house -> Confectionery -> Balloons
    Bake house -> Confectionery -> Beverages




     

    STEP 5:

    For all these category changes to be reflected in the app, Enable the category tree structure configuration in the integration portal and manual sync i.e Reset Sync after which you need to sync categories and items manually. Once the sync is successful, you'll be able to see the updated categories in the app like below.




    Hence in the app, you'll be able to see the tree structure drill down on clicking the Bake House category from the home page.


    Items mapping

    Load the existing item from the POS -> Inventory -> Item master, then edit the category details tab to map all the categories under which the item has to get mapped.


    For e.g, if you want to map Balloon Big item to Bake house -> Confectionery -> Balloons then as shown below, map and save the item.


    Do reset sync again for syncing the items, and check in the app. You'll be able to see the items in the app as below.