Add a Product Category

All categories, including Product 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. Product 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 Dairy, Meat, Fresh Fruit & Vegetables, RTE Salads, etc.

Expand or collapse content Step 1 - Navigate to 'Master Data>Categories>Add Standard Category>Product Category'

Image: Navigating to 'Master Data>Categories>Add Standard Category>Product Category'

Expand or collapse content Step 2 - Define the Product Category Details

Image: Blank Product Category Setup Page

1. Name: Enter the name of the required Product Category. [Mandatory]

2. Folder: Place your Product Category into a folder to keep your data organised. If you do not have many different Product Categories to add, you can add them to the grey default system folder called 'Product 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 Product Category to help other system users to better understand when this Product Category is applicable and should be selected.

Expand or collapse content Step 3 - Save the Product Category

Image: Click 'Save' to Save the Product Category

1. Save: Click 'Save' to save your Product Category. You will not be able to 'Save' the Category until all mandatory fields have been completed (Name). When the Product 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 Product Category Setup Page Before Save

Image: Saved Product Category

Expand or collapse content Viewing the List of Product Categories in the Categories Module

Image: Filtering Product Categories in the Main Categories Module Page