Understanding Product Category

A product category is a group of similar products together based on their characteristics, functions, or target markets. Essentially, it’s a way of organizing products to make them easier to understand and compare for both businesses and consumers.

Adding a Product Category

Adding a Product Category in AntMyERP is easy! You just need to put in their important info into one place. Here’s what you do.

You can add Product Category as follows

Creating Product Category from the Creation Page

Navigate to the Left Menu > Settings > Masters > CRM Sales >Product Category

Click the You will lands in Product Category Listing Page

On the Top Right Menu navigate to + Button to create Product Category.

Enter all mandatory fields along with all the details of Product Category.

After entering all the details, click Save.

Productivity Tool: You can add Product Category  from the Product page directly.

Note: Duplicate product category entries are not permitted within AntMyERP to maintain data integrity.

Exporting / Downloading Product Category

Navigate to the Left Menu > Settings > Masters > CRM Sales >Product Category

Click the You will lands in Product Category Listing Page

Filter from the LIVE Search / Filter. Now you have filtered data which need to be exported 

Now go to the Top Right Menu navigate to Download 

All your product category data will be downloaded as per the Search or Filter

All your product categories are Exported from your AntMyERP to CSV. file

Note : Export/download can be done only by the users who have the permission from admin.

View Product Category

Navigate to the Left Menu > Settings > Masters > CRM Sales >Product Category

Click the You will land in the Product Category Listing Page.

Locate the Product Category name in the Product Category list .

Editing Product Categories

Navigate to Left Menu > CRM Sales > Product Category 

You will lands in Product Category Listing Page.

Locate the Product Category in the Product Category list with the help of Live Search and click on the View option from the Action dropdown menu. 

Alternatively you can Right Click on the Product Category whom you want to Edit.

Make the necessary changes to the Product Category details.

Save the updated information.

Deleting Product Categories

Navigate to Left Menu > CRM Sales > Product Category 

You will lands in Product Category Listing Page.

Locate the Product Category in the Product Category list with the help of Live Search and click on the View option from the Action dropdown menu. 

Alternatively you can Right Click on the Product Category whom you want to Delete.

Confirm the deletion in the pop-up window.

Note: If a specific Product Category has completed any transactions, they cannot be deleted.

Creating copy from existing Product Category 

Navigate to Left Menu > CRM Sales > Product Category 

You will lands in Product Category Listing Page

Locate the product category in the product category list and click on the copy option from the Action dropdown menu.

Alternatively you can Right Click on the product whom you want to copy.

Make the necessary changes to the product category details and click Save.

Productivity Tool: You can add Product category from the Right Click directly from the Product Category Listing Page

Note: Duplicate Product Category entries are not permitted within AntMyERP to maintain data integrity.

Important Field & Description: 

This section provides a comprehensive overview of the various fields and their descriptions when adding or editing Product Category details within AntMyERP.

Track By Sr no : Serial Number Tracking is a system which will allow you to track individual units of an item right from its creation through to its sale. Each unit will possess a unique identification number which will help you find out exactly which unit was sold to whom.

OEM Serial Number : Serial numbers are defined by every manufacturer. 

Creator Serial Number : Serial numbers are generated from the current date and time also called as Creator serial number. 

Without Serial Number : Product is without serial number measured in Quantity.