Item Category Workbench Overview

In CloudSuite Industrial you can create a hierarchy of unlimited categories and subcategories to organize items for display on the Customer and Reseller portals. The Item Category Workbench form is used for setting up the hierarchy structure. Portal users can then view and search this hierarchy on the portal Products page.

These are the general steps required for creating an item category hierarchy for the portal:

  • Define item categories using the Item Categories form. You can also add items and assign categories to vendors using this form.
  • Create the item category hierarchy using the Item Category Workbench form. You can add and remove categories and associate or disassociate items.
Note: Portal catalogs can be used to assemble subsets of items and assign them to certain customers. More information is provided in the portal administration guide.
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