Item Categories

What are Item Categories in a CRM system?

Item categories are an organizational tool used to group related products or services within a CRM system. They simplify catalog management, improve navigation, and are essential for efficient Configure, Price, Quote (CPQ) setups. Categorizing items logically enhances the sales process and ensures a better user experience for both teams and customers.

Managing Item Categories

Categories List View

• Log in to Zhylar.
• Go to Left-hand panel
• Click on Configuration
• Under Masters, click on Item Categories

• A new page will open.
• All the items added to the system will be listed.

Add New Category

• To add a new category, click “+ New Category”

• A side sheet will open.

• Enter details:
  • Category Name: Name of the Category
  • Sub-Category: If it is a category within a bigger category. If yes, a parent category must be tagged. (Refer section below).
  • Description: A brief description of the category
  • Status: Whether category is in use or not

• Click “Save”

Sub-Category

• A sub-category is a category within a bigger category.
• To check a category as a sub-category, a parent category must be marked.
• E.g., Parent Category: Laptops -> Sub-category: HP

Update Existing

• Click ⋮ 3 dots > Update→ Make changes

• Click Save

Status

• Toggle active/inactive status
• To mark inactive, category must not be associated with any item. Or you will receive an error message.

• Make required changes to proceed.

Delete Category

• Click ⋮ 3 dots > Select Delete

• Type “DELETE” to provide confirmation.

• The Category will be deleted.

• If category is associated with some Items, you will receive an error message.

• Make requisite changes to proceed.

Please note: If a parent category is deleted before deleting sub-categories, the sub-categories will be automatically updated. They will be updated to become parent categories themselves.

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