Add a Customer Category
All categories, including Customer Categories, are used to set up a predefined list of elements that can then be applied throughout the Safefood360° modules without having to type these categories twice, or to remove the fear of an operator not knowing the correct category that should be selected. Customer Categories can be selected in the Scope of Approval section of the Approval workflow of a Full Assessment Record in the Supply Chain Management module. Examples of Customer Categories can include Retailers, Hospitality, Coffee Shop Franchises, Final Consumers, etc.
Image: Blank Customer Category Setup Page
1. Name: Enter the name of the required Customer Category. [Mandatory]
2. Folder: Place your Customer Category into a folder to keep your data organised. If you do not have many different Customer Categories to add, you can add them to the grey default system folder called 'Customer Category'. To add a new folder or sub-folder, click 'New Folder' and then name it. The changes will be automatically saved when you click outside of the box.
3. Description: Add a Description of the Customer Category to help other system users to better understand when this Customer Category is applicable and should be selected.
Image: Click 'Save' to Save the Customer Category
1. Save: Click 'Save' to save your Customer Category. You will not be able to 'Save' the Category until all mandatory fields have been completed (Name). When the customer Category is saved, it is placed in the general 'Categories' tab in the Categories module.
2. Cancel: Click the 'Cancel' button to cancel your progress and return to the main Categories page. Clicking 'Cancel' will cause you to lose all of your progress without the possibility of recovering any of the information previously entered.
Image: Completed Customer Category Setup Page Before Save
Image: Saved Customer Category
Image: Filtering Customer Categories in the Main Categories Module Page
