HOW TO USE PRODUCT CATEGORIES
1.Navigate to order creation or editing
From the main navigation, go to Orders
Click "Create Order" to start a new order, or select an existing order to
editThe order form displays line items where you can add products
2.
3. Add or edit a line item
In the order form, scroll to the Line Items section
Click "Add Line Item" to add a new product, or click an existing line
item to edit itThe line item form displays fields for product details including
quantity, weight, dimensions, and description
4. Select or specify the product category
Within the line item form, locate the Product Category field
Click the dropdown or selection field to change product category, otherwise if adding a product from your product catalog, the product category may
be pre-populated from the saved product information5. Save the line item and complete the order
After selecting the product category, complete any other required line
item fields
Click "Save" or "Add" to save the line item to your order
The product category is now associated with this line item
When you create a shipment from this order, the product category
information flows through to the shipment line items automatically
6. View product categories on shipments
When viewing shipments created from orders, the product category appears
on each line itemProduct category information remains intact when adding or removing orders
from shipmentsUse this categorization for reporting and filtering shipments by product
type