How to create product categories for parts/services on the Zuper Web App?

The users should pre-define the product categories for the parts/services under the settings module so that while using the parts/services module, the product categories will be pre-filled. 

Navigation: Settings ->Parts & Services -> Configurations

1. Select the “Settings” module from the left panel and choose the “Parts & Services” section under the “Configuration Settings.”

2. Under “Configurations,” select the “Product Category” option.

3. Select the “+ New Category” option to add the new product category.

4. Enter the following details on the “+ New Category” pop-up:

Category Name (Mandatory Field)	The name of the product’s category. (The category name should be of a maximum of 28 characters).
Icon for Product Category	Choose the relevant icon for a product category.
Category Description	The description of the product category.

Select the “Save Category” option to save the product category and select the “Close” option to exit the pop-up.

5. Select the edit icon       to modify the product category.

 6. Enter the following details on the “Update Product Category” pop-up:

Category Name (Mandatory Field)	The name of the product’s category. (The category name should be of a maximum of 28 characters).
Icon for Product Category	Choose the relevant icon for the product category.
Category Description	The description of the category.

6. Select the delete icon   to delete the existing category, and a pop-up will appear to confirm the “Delete” option.

Now, the users can fill the product categories of the parts/services by pre-defining the product categories. 

• Related Articles

• How to access and manage Parts & Services in projects from the Zuper web app?

  The Parts & Services section within the Projects module allows you to efficiently track the cost of parts and services used across jobs within a project. This feature also serves as a foundation for budgeting, helping you to monitor both the planned ...

• How to navigate and manage the Parts and Services listing page in the Zuper web app?

  The products are the most significant part of the field service, and especially for the field technicians, those who gain end-to-end details about the product can quickly solve issues and provide service. Navigation: Parts & Services -> Parts & ...

• How to access and manage parts & services in the Zuper mobile app

  The parts & service module in Zuper is designed to streamline the management of products and services within your field service operations. It allows field technicians to efficiently access detailed product information, enabling them to quickly ...

• Product Bundles in Zuper web app

  Overview Product Bundles in Zuper allow your business to streamline operations by grouping multiple parts, products, or services into a single unit. Whether you need to sell a collection of items together or offer a package of services as one, ...

• How to create a new part/service in the Zuper web app

  The part and Services module is critical to creating and managing all the products and performing all the inventory management actions. Navigation: Parts and Services --> + New Part & Service Creating a new part/service 1. Select the “Parts & ...