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How to Create Custom Categories in Palats – Step by Step

Create custom categories or hide irrelevant categories in your organization 

Create a Subcategory to an existing Main Category

  1. Go to your name in the menu on the left and click on Settings.
  2. Then click on the Categories tab in the menu.
  3. Click on Create Category Request.
  4. Choose which category you want to create a subcategory of in the dropdown menu. If you want to create an entirely new main category, you can read about that below.
  5. Enter the category name.
  6. If weight and price are missing values, you can enter standard values for the average weight of an article belonging to the category, as well as what it costs as a corresponding new price.
  7. If the category is a type that is often inventoried as bulk (running meters, square meters, etc) you can specify that. 
  8. When you create a subcategory, a number of specifications are automatically included (for example color, material, etc). If you want to add additional specifications, you can search for them under Add specification. You will see several selectable options in the dropdown menu, along with examples of which categories they are used in.
  9. If you want to create a completely new specification, scroll to the bottom of the dropdown menu and select create new specification. 
  10. When you are satisfied, click submit Request. You receive an email as soon as we have activated your category.

 

Create a main category (top level)

Follow step 1 & 2 as described above

  1. Check the box for creating a main category.
  2. Enter the category name.
  3. Add standard values for the average weight and the corresponding new-price cost of an article belonging to the category.
  4. If the category is of a type that is often inventoried as bulk (linear meters, square meters, etc) you can add that information under bulk weight and bulk price.
  5. Here you need to add specifications yourself, since none are pre-set.
  6. Search for a specification in the search field. You will see several selectable options in the dropdown menu, along with examples of the categories where they are used.
  7. If you want to create a completely new specification, scroll to the bottom of the dropdown menu and choose Create new specification.
  8. Name the specification.
  9. Select one of the options under input type and fill in the different choices you want to be available if needed.
  10. When you´re satisfied, click submit request. You will receive an email as soon as we have activated your category.