Overview
Categories group Articles with a similar purpose. They structure your Article portfolio for analyses and responsibilities and are used in Analytics and in Article management.
Prerequisites
Access to the Article module
Access to the Analytics module for Category analyses
How to open Categories
In the sidebar, navigate to Categories to open the Category overview.
Navigate to Analytics > Reports > Categories to open Category-based reports.
Category analyses
In the Categories tab in Analytics, you analyze your portfolio from different perspectives: development of the Category portfolio, comparisons of selected Categories and individual analyses for optimizing or restructuring a Category.
Where does the data come from?
Categories are usually imported from your ERP system and assigned via Article or transaction data. You maintain the assignment of an Article to a Category via the Article properties.
How to configure Category attributes
Open Settings > Categories
Switch to the Attributes tab to create or edit an attribute
Name the attribute in the configured languages
In the Detail Views tab, define how attributes are grouped in the detail view
Save the changes
Known limitations
Filters in the Category overview are not saved across sessions; there are no savable table views here.