How to Create Product Categories and Sub-categories

Description

Categories and sub-categories allow users to classify data into a more comprehensible form. In this case, it allows you to classify your products and services more appropriately so you can manage them and retrieve them from the system quicker and more conveniently.

Step-1: Navigate

After logging into your Gorelo account, go the “Billing” menu and click on “Settings” to open the BILLING SETTINGS window.

Step-2: Click Add

To create a Category, click on the “+ Category” button to open the “Add Category” pop-up form.

To create a Sub-category, click on the “+ Subcategory” button to open the “Add Subcategory” form.

Step-3: Fill the Form

For the Category form, you only need to type in the name of the category and a description for it.

For the Subcategory form, you need to type in the name of the sub-category, a description for it, and select one of the categories (made using the category form) under which you want to classify this sub-category.

Step-4: Save the Category or Sub-category

Click ADD. This will create and add that category or sub-category to the PRODUCT CATEGORIES list in the BILLING SETTINGS window.

Step-5: Access and Edit the Categories and Sub-categories

After a category has been created, it will appear in the PRODUCT CATEGORIES list on the BILLING SETTINGS window.

To access sub-categories listed under a category, click on the “+” icon located to the left of the category.

This will expand the list of sub-categories under that category.

To edit a category or a sub-category, click on the pen icon next to them, under the Actions column.

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