Modifier les catégories et sous-caétgories
Vous pouvez facilement gérer vos catégories, sous-catégories et groupes via la section Catégories de votre portail administrateur.
Access the Admin Portal.
(Need help to access it? Click Here)
In the gray sidebar, go to Inventory > Categories. You will arrive at the category list.
To Add a Category :
Click on the “+” button next to Categories.
In the window that opens
Enter the name of the new category in French (Name (FR).
Enter the name of the new category in English (Name (EN).
Once you’ve entered the names in both languages, you will be directed to the category’s detailed page.
To add equipment to a category:
In the Equipment section of the category’s detailed page, click Add Equipment.
Enter the name in both English and French.
Select the manufacturer (optional).
Enter the equipment’s model number (optional).
Click Create to save the equipment.
** NOTES : You will need to add inventory to the equipment for it to appear on the website. Here’s how to do it.
This function creates new equipment in the inventory. If you want to add existing equipment to a category, access the equipment’s detailed page. Refer to Step 11 for instructions.
To add a subcategory to a category:
In the category’s detailed page, locate the Add Subcategory button in the Subcategories section.
Enter the name in both English and French for the new category
Click Create to save the subcategory.
To add equipment to a subcategory:
In the Equipment section of the subcategoryy’s detailed page, click Add Equipment.
Enter the name in both English and French.
Select the manufacturer (optional).
Enter the equipment’s model number (optional).
Click Create to save the equipment.
**NOTES : You must add inventory to your equipment for it to appear on the website. Here’s how to do it.
This function creates new equipment in the inventory. If you want to add existing equipment to a category, access the equipment’s detailed page. Refer to Step 11 for instructions.
To delete a category:
Access the category’s detailed page.
Check the Subcategories section for any associated subcategories, if there are subcategories:
Click on the subcategory’s name to access its detailed page.
At the top of the page, click Move to Root to unlink the subcategory so you can delete the main category.
Check the Groups section for any associated groups, if there are groups:
Click on the group’s name to access its detailed page.
At the top of the page, click Move to Root to unlink the group.
Check the Equipment section for any associated equipment, if there is associated equipment:
Click on the equipment’s name to access its detailed page.
In the Category section, click Remove from Category to unlink the equipment. Be sure to reassign the equipment to another category.
Return to the category’s detailed page and locate the Remove Category button at the bottom-right of the screen.
**NOTE : This action permanently deletes the category completely from the platform and is IRREVERSIBLE.
To delete a subcategory:
Access the subcategory’s detailed page.
Check the Subcategories section for any associated subcategories, if there are subcategories:
Click on the subcategory’s name to access its detailed page.
At the top of the page, click Move to Root to unlink the subcategory so you can delete the main category.
Check the Groups section for any associated groups, if there are groups:
Click on the group’s name to access its detailed page.
At the top of the page, click Move to Root to unlink the group.
Check the Equipment section for any associated equipment, if there is associated equipment:
Click on the equipment’s name to access its detailed page.
In the Category section, click Remove from Category to unlink the equipment. Be sure to reassign the equipment to another category.
Return to the subcategory’s detailed page and locate the Remove Category button at the bottom-right of the screen.
**NOTE : This action permanently deletes the subcategory completely from the platform and is IRREVERSIBLE.
To modify a subcategory:
Click on the subcategory you wish to edit in the Subcategories section.
Once the subcategory’s detailed page opens, locate the fields Name (FR) and Name (EN).
Click on the name in each language field and type the new name. The changes will be automatically saved on the platform.
To add a subcategory to existing equipment:
In the Category section (located in the middle-left of the equipment’s detailed page), click Modify or Add.
A list of categories and subcategories will appear.
Select the appropriate category or subcategory for the equipment.
Click Select at the bottom of the list to save your choice. The equipment will now be associated with the selected category or subcategory.
Suggestions
👉You want to change the order in which the categories are dispayed on the website?
Go to the Categories list in Inventory > Categories.
Use the up and down arrows to move categories up or down the list.
The order of this list determines the display order of categories on your website, allowing you to highlight specific equipment.
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