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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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