How to create sub Category in Accoxi

In ACCOXI user can create sub categories for a product under a category.

SUB CATEGORY IN ACCOXI

Within ACCOXI, users have the capability to create subcategories for products under a primary category. They can classify products under the designated category and generate new subcategories with accompanying subcategory images. This functionality is accessible and manageable through the Inventory module of ACCOXI.

Category (1)

Key features include:

  1. Centralized Viewing:
    • All created subcategories are conveniently displayed in a single window for easy access and management.
  2. Efficient Filtering:
    • Users can employ filters to organize subcategories based on category and subcategory names, streamlining the process of locating specific information.
  3. Simplified Creation:
    • The system allows for the effortless creation of subcategories, eliminating the need for complex procedures and making the categorization process user-friendly.

Sub Category

OPTIONS AVAILABLE IN SUB CATEGORY MENU:

Upon clicking the "Inventory" module and selecting the "SUB CATEGORY" menu, users will be seamlessly redirected to a dedicated "Search Subcategory" window. In this interface, users can conveniently view and manage all the subcategories created under different categories.

Menus Available In Search Subcategory

1. FILTER: The filtering feature in the subcategory search window allows users to refine the displayed subcategory data efficiently.

    • Two Filtering Methods: Users can employ two methods to filter subcategory data. They can either directly enter the category name or subcategory name into the search bar located near the filter option. Alternatively, by clicking the filter dropdown, users can specify filtering criteria by entering both the category name and subcategory name.

2. NEW: Users can easily create a new subcategory by following these steps:

    • Navigation: Select the "Inventory" module and choose the "Subcategory" option.
    • Initiate New Subcategory: Click on the "New Subcategory" button.
    • Redirect to Management Form: The system will redirect the user to the new subcategory management form.
    • Data Entry: In this form, users can select the category name, enter the subcategory name, and upload an image.
    • Save: Click the "Save" button to finalize the creation of the new subcategory.

Subcategory Creation

Field

Description

Category Name

Choose the category from the dropdown menu.

Sub Category Name

Input the name of the subcategory here.

Active

To enable or disable the status of the subcategory.

Sub Category Image

Upload an image for the subcategory.

Save

To keep the recently generated subcategory, use the "Save" button.

Exit

Utilize this button to exit the current window.

DATA AVAILABLE IN SUB CATEGORY SEARCH TABLE

Field

Description

#

The serial number for the data in the table is presented here.

Sub Category Name

This column displays the name of the created subcategory.

Category Name

The section here displays the category name under which the subcategory is created.

Status

The status of the subcategory, whether it is "Active" or "Inactive," is indicated here.

More Option

Users have the option to edit and view the created subcategories through the "More" option.

3. REFRESH: If the latest data is not displayed, click on the refresh icon located at the top left corner of the page to retrieve the updated information.

4. EXPORT: The subcategory list can be exported to Excel format. Click on the Export button positioned at the top right corner, near the +New button. Select the file location and click on save.

5. COLOUR FILTER: Inactive subcategories will appear in red color in the search results.

6. More Option: For editing and viewing subcategory data, the More option provides easy access. It redirects the user to the subcategory management window, where the user can update the subcategory image and status.

7. EXIT: Beneath the pagination control, there is an exit button. If you wish to leave the subcategory search page, click on the exit button.

Are you sure,
You want to log out ?