You catalog contains categories and subcategories to structure products and services. You can customise and reorder categories any way you like using drag and drop functionality.
Creating New Categories in Salesbuildr
To create a new category in Salesbuildr and link it to a new category in Autotask, follow these simple steps:
Create the new product category (or service code) in Autotask
Create the new subcategory in Salesbuildr
Link your new Salesbuildr category to the correct Autotask product category (or service code). This will ensure that new products are correctly created in the linked Autotask category.
Connect your new Salesbuildr category to the correct billing code in Autotask by navigating to Admin, Autotask, Billing codes. This will allow Salesbuildr to create products or services with the correct billing code.
We hope this helps you understand how to manage categories and subcategories in Salesbuildr. If you have any questions, our customer success team is here to help.
If you need help in designing a category structure for your portfolio, we have published a starting point here.
Managing existing categories in Salesbuildr
To make changes to your category structure, navigate to Admin > Configuration > Categories. Here you can reorder, create, delete, rename and change the settings for categories as needed.
Watch the overview to quickly learn how categories and subcategories work
Creating customer specific categories
Here's a simplified guide on how to create customer-specific categories, which can be useful in building customer storefronts or customer-specific portfolios:
Start by creating a new root category for your customer: From your dashboard, create a new root category specifically for your customer. Once you've done this, activate the company whitelist feature and type in the name of the customer who should have access to this category. Be sure to click "Save" to secure your changes.
Create subcategories within this root category: Next, create one or more subcategories within this new root category. Examples could be "Hardware", "Software", or "Services".
Once you've set up your categories and subcategories, you can proceed to add products or services. Here's how:
Select a product to add to the customer-specific category: From an existing category, choose the product or service you'd like to offer to this particular customer. Add this product to the newly created category. This can be done by navigating to the "Category" tab on the product edit dialog and selecting the newly created category.
Optionally configure customer specific add-ons to the category.
Please note, products can exist in one primary category and multiple secondary categories.
You can choose to:
Add the product and use the customer-specific subcategory as a secondary category: This allows the product to be accessible from other categories too.
Move the product to the customer-specific subcategory and use that as the primary category: This is particularly useful if the product or service is uniquely tailored for a specific customer.
Choose the option that best aligns with your customer's needs and the nature of the product or service.
Add an existing part number with a different price and add-ons
Sometimes you want to offer the same product but with a different price and add-ons configuration. You can quick add a new product based on and existing part number and configure a different set of add-ons and pricing.
After taking one of these steps you customer can now see and order the products you have added to their categories. Don't forget to enable self service ordering on the customer admin tab.
What can you configure for categories?
General Info tab
Setting a name
Sets the name for the subcategory.
Setting a description
This enables you to provide some clarity as to what this category contains.
Setting a Category Image
You can add an image for each subcategory, which will appear on your category page. If you don't add a category image, Salesbuildr will use the image of the first product in the category.
Set a short category description
This enables you to provide some clarity as to what this category contains and is used for the pages meta description.
Cost centers can be setup by navigating to Admin, Configuration, Products. When added, products in this category will have this cost center attached to it. This information can be used in combination with the API to feed downstream processed with meta information for billing and reporting.
This field can be used to automatically set the billing term for a product when you add it to the category.
Default markup for products
This can be used to automatically apply a rule based markup or margin on the cost of the product.
You can set the shipping that will automatically be applied to a quote when products from a specific category are added. Read this article to manage shipping costs that can be applied to quotes manually or automatically based on the subcategory settings.
Te add-ons tab enables you to set business rules for up-and cross sell items. You can pick any item from your sales portfolio and add it as either a required or optional add-on. for the product in this category.
Any time you add a product from this category to a quote, Salesbuildr will automatically add the mandatory items to the proposal and enables the optional add-ons so that the quote creator can pick and choose which add-ons will be offered to the customer as an option.
The settings tab enables you to configure the category settings.
Any content you add to this field will be automatically added as intro to any products you add to a quote from this category what ends up looking like this:
Enabling this setting will hide the products in this from users who are do not have the product editor permission.
Hide Product Availability
Enabling this setting will hide the product availability in this category.
Use logo/product image as primary image if media not available
This will use the category logo if no product image has been set.
Enable company visibility whitelist
By enabling the company visibility whitelist, you can choose if and what customers can view specific categories or subcategories. This allows you to create customer specific category structures to be used in custom storefronts for your end customers. If you add a customer to the whitelist of a main category, the underlying subcategories will also be visible and accessible for that customer.
Only admins can add products into this categories
This enables you to only let admins add product to this specific category.
Changing the Order of Products within Category Pages
Watch the video to learn how to set the order in which products are displayed in categories.