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Hierarchical Category Builder

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Overview


The Category Builder module in RepairDesk helps you organize your products better by creating and managing categories and subcategories. This guide will show you how to set up categories, assign them to products, and understand how these categories affect different parts of the RepairDesk app. By using this module, you can easily navigate, filter, and sync your product categories with platforms like WooCommerce and Shopify. 

Step-by-Step Guide to Setting Up Product Categories  

Accessing the Category Builder

  1. Open Store Settings
  2. Navigate to Module Configurations > Manage Product Categories page

Creating Main Category

  1. In the Category Builder, click on the "Create Category" button.

  2. Enter the name of the main category in the "Category Name" field.

  3. Click "Save" to create the main category.

Creating Subcategories

  1. Select/Click on the main category under which you want to create a subcategory.
  2. Click on the "Add New Category" button.

  3. Enter the name of the subcategory in the "Subcategory Name" field.
  4. Click "Save" to create the subcategory.

Creating Child Categories

  1. Select the subcategory under which you want to create a child category.
  2. Follow the same steps as adding a subcategory to create a child category.
Edit Category
You can edit a category by pressing the 'Edit' button in the category row


Delete Category
You can delete a category by pressing the 'Delete' button in the category row



Search Category
You can search for a category by using the 'Search' bar in the category row



Actions on Product Categories

  1. Select/Click on a Main Category
  2. Navigate to the 'Actions' section on the right hand side

  3. Toggle the 'Show on POS' button - enabling this will display the selected Category on the POS

  4. Toggle the 'Include in Parts for Repairs' button - enable this option to categorize items within the selected category as repair parts. These parts will be displayed in the part section when creating tickets.

  5. Toggle the 'Track as Device' button - enable this option to track sales of products in this category as devices, which will be reflected in the devices store KPI.

  6. In the 'Add Commission' section of the actions - you can setup commission against a category either in terms of $ amount or %. 

  7. You can also update 'Retail Markup %' against each category. (click the checkbox to update existing inventory prices based on this margin'. 

  8. You can also select an inventory valuation method against a category (LIFO, FIFO, WAC, Serialized)


Bulk Actions
You can also perform some bulk actions by selecting multiple Product Categories.


Navigation from Product Categories to Inventory Listings 

  1.  View Item Count: In the Category Builder, you will see the total count of items displayed next to each main category and subcategory.

  2. Click on the item count next to the desired category or subcategory.
  3. You will be redirected to the inventory page with the filter applied to the selected category or subcategory.  
    

Improved Category Selection in Inventory Filters/Reports 


Efficiently filter items based on categories and subcategories with an improved selection mechanism.
  1. Navigate to Manage Inventory > Products page
  2. In the filters section, open the 'Item Category' dropdown
  3. Select the desired category path in the dropdown
  4. Click Search to filter the inventory listings based on the selected category path.

Display of Categories in Inventory Listing 

  1. In the inventory listing, locate the item category column.
  2. Category path will be displayed in the format: Main category > Subcategory > Child category....
    Example: An item in the "Laptop > Dell > XPS" category will be displayed as "Laptop > Dell > XPS."

Category Selection Flow on POS Product Tab


Includes the selection of child categories after selecting a subcategory for precise product categorization during checkout.
For the sake of example lets take the following categorization for Phone Cases

  1. Navigate to POS
  2. In the POS product tab, select a main category (Phone Cases in this case).

  3. Choose a subcategory from the displayed options ( If there is any Product in the Parent Category, it will be displayed in the section below the subcategories). 

  4. Select the appropriate child categories until you reach the Manufacturer step.


  5. After selecting the appropriate categories, proceed to the next step in the product selection flow, such as selecting a manufacturer. (The breadcrumbs will dynamically update to reflect the current selection)




Impacts on Dropdowns


All the dropdowns in the system such as filters on Reports are updated with the new category tree, as an example, the category filter in the 'Item wise Sales Report' is shown below





 



 






















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