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Updating Product Category and Subcategory

Learn how to update and manage product categories and subcategories to ensure accurate tax classification and compliance

Updated over a month ago

Introduction

Sometimes, products approved by AI might end up in the wrong category or subcategory. Don't worry! There's a quick and easy way to fix this, even for multiple products at once. This guide will show you how to update product categories and subcategories efficiently and get those updates approved in real-time.

Scenario

You have products that were automatically approved by the AI system, but they were incorrectly placed in the wrong category or subcategory. Instead of manually changing each product one by one, we'll use a faster method to update them in bulk.

Step-by-Step Guide:

1. Navigate to Products

First, click on the "Products" tab or section in your dashboard.

2. Find the Search Bar

Look for the search bar at the top of the product list.

3. Search for Products

Type in the keyword or name of the product(s) you want to update. The list will automatically filter as you type.

4. View Product List

A list of products matching your search term will appear on the screen.

5. Locate Checkboxes

You'll see a small checkbox to the left of each product name.

6. Select Products

Click on the checkbox beside each product you want to update.

PRO TIP for Multiple Items:

If you need to update many products, go back to Step 3 and type the exact product name in the search bar to display all matching items.

Then, instead of checking each box individually, click the checkbox next to the "Name" tab at the top of the list. This will select all the products at once, allowing for bulk updates.

7. Open Categorize & Approve

Click on the "Categorize & Approve" tab or button.

8. Update Information

A pop-up window will appear. This is where you'll enter the correct category and subcategory information.

9. Choose Categories

You can update both the "Category" and "Subcategory" fields in the pop-up window. Select the right options from the provided lists.

Category Options:

(List of available categories would be here)

Subcategory Options:

(List of available subcategories would be here)

10. Save Changes

Once you've selected the correct categories and subcategories, click the "Save" button.

11. Confirmation Message

You'll see a pop-up message in the upper right corner of your screen confirming that the changes have been saved and updated.

Conclusion:

  • Updating product categories and subcategories can be done quickly and easily, even for multiple items.

  • Use the search bar to find the products you need to update.

  • Select multiple products by checking the box next to the "Name" tab for bulk updates.

  • A pop-up window will appear where you can enter the correct category and subcategory information.

  • A confirmation message will appear after you save your changes.

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