Setting Up Product Categories and Groups

cieTrade allows users to further define their Products based on custom classifications by creating Product Categories and Groups.  Product Categories can be defined to represent a general type of commodity, such as paper, newsprint, or plastic.  Product Groups can be used to further segment or represent products within each of your product categories.  Both of these labels are created in Settings, and applied on the Product level.  These classifications are employed solely for reporting purposes, granting clients the ability to organize how data appears on the following reports by these types.

• Gross Profit by Product
• Trading Inquiry
• Activity Summary by Product

NOTE:  Users cannot create Product Groups without Product Categories to assign it to.  Categories have a parent-child relationship with Product Groups, where they are the parent and groups are the child.  

How to Add or Edit Product Categories

1. Navigate to Settings > Common Information > Product Categories. 
2. Click Add New at the bottom of the page and enter your information. 
3. Save the settings to add a new product category.
4. To delete a product category, place your mouse over the line you wish to delete and click the red X that appears to the right of the line

How to Add or Edit Product Groups

1. Navigate to Settings > Common Information > Product Groups. 
2. Click +Add New at the bottom of the page and enter your information.  Again, all Groups must have a Category assigned or the system will not let you save. 
3. Save the settings to add a new product group to your system drop downs.
4. To delete a product group, place your mouse over the line you wish to delete and click the red X that appears to the right of the line.

How to Apply Categories and Groups to Products

1. Once you've created your Categories and Groups, navigate to the Products module to update and view this information.  You can view all assigned commodity types in the inquiry columns as needed.

2. Click on a grade to open the product page, and use the Classification drop downs to apply the correct details to the product.  Select Save to begin sorting your reports by these filters.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.