Product Categories

To get to Product Categories, type productcat into the Convobar, or go to Meevo > Data > Product Categories.

Product categories group similar products together into categories and sub-categories. This category / sub-category relationship means you can:

  • Generate more accurate, granular reports.
  • Filter lists to quickly locate an item.
  • More easily locate products in the Meevo register.

Product sub-categories are additional classifications of the product that allow you to further refine your product.

Adding a Product Category

Tip: If creating several records that have similar details, select Copy to create a new record with fields identical to the one you just copied. This can save you a lot of time when creating data in Meevo. 

  1. From the Product Categories search form, select Add New.
  2. Enter a Display Name and optional Description.
  3. Background: The color selected here appears as a band across the bottom of the Product Category tile in the register. If creating a sub-category, the sub-category will inherit the background color, although this can be changed.

  1. To add a Product Sub-Category, select add.
  2. In the Product Sub-Categories section, enter a Display Name for this sub-category.
  3. Background: The color selected here appears as a band across the bottom of the tile in the register.
  4. To add another category, select add and repeat steps 3 and 4 above.
  5. When finished, select Save.

Editing a Product Category

  1. Locate the Product Category and select it.
  2. Select Edit, and make your changes.
  3. When finished, select Save.

Inactivating or reactivating a Product Category

Mark an item "inactive" if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

When you inactivate a Product Category:

  • It is no longer selectable from any forms or menus in Meevo.
  • It can still appear in Meevo reports.
  • It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.

To inactivate or reactivate a Product Category:

Note: A Product Category cannot be inactivated if it is associated with an active product.

  1. Locate the Product Category and select it.
  2. Select Edit.
  3. Select the switch to toggle it to Active or Inactive.
      
  4. Select Save.

Deleting or undeleting a Product Category

Delete a Product Category if you no longer require the Product Category in any capacity, including reporting. When you delete a Product Category:

  • It is no longer selectable from any Meevo forms or menus.
  • It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
  • It may still appear in Meevo reports depending on the report setup criteria.

To delete or undelete a Product Category:

Note: A Product Category cannot be deleted if it is associated with an active product or product bundle.

  1. Locate the Product Category and select it.
  2. Select Delete or Undelete.
    1. If deleting, a confirmation message appears. Select Yes to complete the deletion.
    2. If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.