To organise your products you will need to place them into categories and sub-categories. If you have a Brightpearl website, these will also be the categories in which customers search/browse for your products online; they will be displayed as menu items. It's worth thinking thoroughly about what categories you want to use, especially if you have your products displayed on a website. It's the categories that will create separate menus and really help your customers when they are browsing your webpages.
Categories can be added manually, or automatically created when you import your products (top level only).
Learn more about importing products
Add a Top Level Category
- Go to Setup > Products/Inventory > Categories.
- Enter the category name (max 32 characters).
- Click the Add button.
- Click, drag & drop your categories into the desired order.
Add a Subcategory
- Go to Setup > Products/Inventory > Categories; if you have just entered a top level category you will already be here.
- Click the category into which you want to add a subcategory.
- Select Create subcategory from the menu.
- Enter a name for the sub category (max 32 characters).
- Click, drag & drop your categories into the desired order.
You can continue to add subcategories to subcategories as required.
Sorting Your Categories
Categories can be easily dragged and dropped into position. Top level categories will be displayed on your website as menu items.
