Product Categories
- Joseph Averkamp
Analytics
In the Procurement system, all products are tied to categories. These categories are important for your organization’s spend tracking and (if applicable) GL coding. This guide will cover how to view the categories for items and how to update those categories when necessary.
Viewing the Product Category in Order screen
In the Order screen, the easiest way to view a product’s category is to click the Information symbol to the right of your product. In the dropdown, you can view the item’s Category. If you click the Pin symbol to the left of the Category, the Category will display in the center column.
Adjusting the Product Category
You will find the Shopping Cart on the right side of the Order screen. If you click the box to the left of each item, it will “select” the item. Using this, you can adjust the category for one or more products. Select the item or items you wish to update, then click Update Category.
In the Update Category prompt, click the pencil icon to the right.
Within the Select Category prompt, click the dropdown to view subcategories within each category. It’s important to categorize items to their lowest available category for accurate budgeting and tracking. Click Select to the right of the appropriate subcategory, then click Update to set that category for each of your selected items.
This will set the category for your product(s) to the appropriate category!
Other Areas to Adjust the Product Category
There are a few other areas in Procurement where you can also change the category. These are typically priv-based, so not all users will have access to these locations.
In the Shopping Cart screen, you can click the Information symbol, then select Product Details. This will take you to the Product Details screen that offers options to adjust the item including its Default Category.
If you utilize the above method with a Punchout vendor, it will ask you how many of the product you are looking to order. Additionally, there is a toggle you can enable that will allow you to save a copy of the item to your organization’s Hosted Catalog.
Alternatively, if the item is loaded into one of your Hosted Catalogs, you can locate the item using the Catalog → Search dropdown and adjust the item’s Default Category within in a similar fashion to the previous example.