Categories connect your catalog to order forms. Custom tabs organize the Products page.
Categories
Open Products and select Categories.
- Enter a New Category and select Create Category.
- The list shows each Category, Products Using it, and its Source.
- Remove unused categories with Remove.
Assign categories in each product and package editor. An order form shows only products in the categories you select for that form.
Custom Tabs
Open the tabs editor (Custom Tabs) to "Create client-specific tabs and map categories to organize what shows in Main Products."
- Enter a Tab Name.
- Under Categories In This Tab, add one or more categories.
- Save. Products in those categories appear in the custom tab. Items with additional categories can still appear in the default tabs.
Use Edit or Delete on Existing Tabs.
Example
Create categories "Residential", "Short-Term Rental", and "Commercial". Assign each product. Create three order forms, each showing one category, so customers see only the services that fit their property.