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 create a Job on the Zuper Mobile app?

  Jobs are the heart of the Zuper Mobile App. It is the core of all field service operations. In Zuper Mobile App, you can create a new job.  1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from the bottom-right ...

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

  The users should pre-define the locations for the parts/services under the settings module so that the locations will be pre-filled while using the parts/services module. Navigation: Settings --> Parts & Services --> Configurations  1. Select the ...

• How to create & manage new parts/ services on the Zuper Web App?

  Navigation:  Parts & Services -->  + New Parts & Service / Edit Product / Delete Product 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 ...

• How to Create a New Job on Zuper Web App?

  Jobs are the heart of the Zuper Web-App. It is at the core of all field service operations. In Zuper Web-App, you can create a new job in 3 different ways: 1. Using the Quick Actions Dropdown 2. From the Jobs Listing Page 3. From Customer Profile ...

• Zuper Product Glossary

  This glossary describes key concepts, terminology, and modules in your Zuper app. It's a good place to get started learning how to set up your Zuper app to meet your unique business needs. @ - Jobs - Customers - Employees & Teams - Quotes - Parts & ...