In this article we will go over how to create Regional/Call Center Store Location Categories and Subcategories.
Categories - will first be created - this is the top of hierarchy
Subcategories - this will be created to appear under the category
Locations - this will be selected from the locations in your account to appear under the subcategory. Note locations can appear under multiple Categories but only under one subcategory.
Definitions and examples are below in the step by step instructions.
Here is a video on how to create Regional/Call Center Store Location Categories and Subcategories.
Here are step by step instructions on how to create Regional/Call Center Store Location Categories and Subcategories.
1 - Click the Admin tab
2 - Under the Global Setting section
3 - Click the Order Entry Settings bubble
4 - Click the Regional/Call Center Store Location link
5 - Click on the Add New Group Category tab
*Categories is the top of the hierarchy. Some examples may be Regions, Districts, Call Center, Community, etc.
6 - Create the Group Category Name
7 - Click the Blue Check Box tab to save
8 - You can then click Add New Subcategory Name
*The Sub Category is second in the hierarchy. So first you have your Category and then you have the Subcategory. Some examples may be Zones, States, Territories, Northeast, Southwest, etc.
9 - Add the Subcategory Name
10 - Each time you add a Subcategory be sure to click the Blue Check Box tab to save
11 - Then you will select the locations that need to appear under the Category and Subcategories. Click the Add Location tab
12 - Click the Drop Down Box and select the Location
13 - Note: All locations will appear under the Categories. But once you select a location to be assigned to a subcategory it will not appear under any other subcategories.
*Example:
Call Center (is the Category)
Territory East (is the Subcategory)
Brentwood (is the location)
Territory West (is the Subcategory)
Franklin (is the location)
then........
Region (is the Category)
Southeast (is the Subcategory)
Franklin (is the location)
Northwest (is the Subcategory)
Brentwood (is the location)
14 - So any time you see a drop box that will allow for a location search you will see the Subcategories you have created
Example in the Overview Tab:
Example in the Accounting then Invoices tab:
You have now learned how to create and use the Regional/Call Center Store Location Categories and Subcategories.