Product Categories
To get to Product Categories, type productcat into the Convobar, or go to Meevo > Data > Product Categories.
Product categories group similar products together into categories and sub-categories. This category / sub-category relationship means you can:
- Generate more accurate, granular reports.
- Filter lists to quickly locate an item.
- More easily locate products in the Meevo register.
Product sub-categories are additional classifications of the product that allow you to further refine your product.
Adding a Product Category
Tip: If creating several records that have similar details, select Copy to create a new record with fields identical to the one you just copied. This can save you a lot of time when creating data in Meevo. Note Central Office cannot copy items that are owned by a location.
- From the Product Categories search form, select Add New.
- Enter a Display Name and optional Description.
- Background: The color selected here appears as a band across the bottom of the Product Category tile in the register. If creating a sub-category, the sub-category will inherit the background color, although this can be changed.
- To add a Product Sub-Category, select add.
- In the Product Sub-Categories section, enter a Display Name for this sub-category.
- Background: The color selected here appears as a band across the bottom of the tile in the register.
- To add another category, select add and repeat steps 3 and 4 above.
- When finished, select Save.
Business Types in Central Office
Business Type: Select one if you configured Business Types. This determines the locations that will have access to this item once it is available.
Reminder: Business Types are a way to categorize locations that offer vastly different services. For example, a Med Spa location would be set to a different Business Type than, say, a hair salon. In this way, Business Types ensure that unrelated data does not appear at a location (such as a Men's Haircut service appearing in a MedSpa's services list). For the vast majority of businesses, Business Types are not necessary.
Make available to locations: Makes this item available to all locations of the selected Business Type. There is no option to exclude this item from a location. Once the item is made available to all locations and saved, the Make available option will not reappear. The only way to remove the item from locations is to delete the record in Central Office.
Note: If you select a Business Type and make an item available to locations, then after saving, you cannot change from one Business Type to another. However, if All Business Types is an available option for this item, you can at any time change from a single Business Type to All Business Types.
Editing a Product Category
Note: Some fields on the form may not be editable if the current location is not the item's Home Location.
Note: Once an item is saved with a Business Type selected and the item is made available to locations, then the Business type cannot be changed to anything other than All Business Types.
- Locate the Product Category and select it.
- Select Edit, and make your changes.
- When finished, select Save.
Inactivating or reactivating a Product Category
When you inactivate a Product Category:
- It is no longer selectable from any forms or menus in Meevo.
- It can still appear in Meevo reports.
- It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.
- If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.
To inactivate or reactivate a Product Category:
Note: A Product Category cannot be inactivated if it is associated with an active product. Also note that only the owner (as determined by the Owned By field) of a Product Category can inactivate it.
- Locate the Product Category and select it.
- Select Edit.
- Select the switch to toggle it to Active or Inactive.
- Select Save.
Deleting or undeleting a Product Category
Delete a Product Category if you no longer require the Product Category in any capacity, including reporting. When you delete a Product Category:
- It is no longer selectable from any Meevo forms or menus.
- It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
- It may still appear in Meevo reports depending on the report setup criteria.
- If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.
Note:To delete or undelete this item, the current location must be its Home Location.
To delete or undelete a Product Category:
Note: A Product Category cannot be deleted if it is associated with an active product or product bundle. Also note that only the owner (as determined by the Owned By field) of a Product Category can delete it.
- Locate the Product Category and select it.
- Select Delete or Undelete.
- If deleting, a confirmation message appears. Select Yes to complete the deletion.
- If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.