Customer Relationship Management made simple ConvallisCRM

Creating & Maintaining Product Categories

Video Tutorial

Product Categories allow you to organise your products in a simple to find manner and help distinguish the different services you provide.

You can edit the Product Categories as needed. To do this click Administration, then click Maintain Lists, this will open the Maintain Lists box, to make changes to the Product Categories, click the row labelled Product Categories.

Product categories

To add a new Product Category click Add, this will open a new window where you can type in the name of your new Product Category. Once done click OK where it will save your new Product Category.

To delete a Product Category click the red cross, which will open a message box to comfirm the deletion, click Yes.

To edit the name click Edit button, this will open a box where you can edit the name. Click OK after editing to save the changes.

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