Categories

Written By Admin FAQ (Super Administrator)

Updated at September 9th, 2024

Create a category

To create a new level 1 category, right-click on "Select All", then on "New":

Enter the name of the category, then click "OK":

To create a category of another level, right-click on the top category, then click "New". Fill in the name of the category, then click "OK".

Click on to save the creation.

Edit a category

In the "Categories" menu, right-click on the category to modify, then click "Edit". Enter the new label for the category, then click "OK":

Click on to save the changes.

Delete a category

In the "Categories" menu, right-click on the category to delete, then click "Delete" before confirming the deletion.

Click on to save the deletion.

Management rule

It is not possible to delete a category if products are linked to it.

View products related to a category

By clicking on a category, the list of eCOS ® Sales products (and Material process only) associated with this category is displayed in the table on the right:

Multi-universe restriction

Multi-universe allows, in the front office during a visit, to add products from category X to category Y.
For multi-universe, click on a category, then in the "Restrictions" tab, select which categories will be accessible by clicking on the button of the category in front office.

In this example, the user will be able to add products from the Family B category to the Family A category during their statement.

Externis, Externis, publisher of eCOS® Blue Eagle, the first SaaS suite dedicated to retail execution for players in the retail ecosystem (brands, distributors, wholesalers, etc.), across all distribution channels.

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