Prerequisites
– have extended rights
(see Switch to extended rights)

How to set up categories?

Freely customizable categories create an additional filter in the List of Products. When categories are activated, the settings are proposed when creating the product sheet.

Display the List of Categories:

Menu Applications > Chemical Products > Configuration > List of Categories

Several options can be activated:

Product Category – Unique:

Prerequisite:
– the Unique Category option must be activated
(see Activate an Option)

Allows assigning a single category to a product, and possibly a sub-category if configured.

Product Category – Multiple:

Prerequisite:
– the Multiple Category option must be activated
(see Activate an Option)

To assign multiple categories to a product.
The ability to assign multiple categories makes sub-categories unavailable.

Display the category(s) in the list:

Prerequisite:
– the Display the category(s) in the list option must be activated
(see Activate an Option)

Adds a Category column to the right of the ICPE or Danger column, depending on the activated options.

Display the category(s) under the product:

Prerequisite:
– the Display the category under the product option must be activated
(see Activate an Option)

Displays the category under the product name wherever it is displayed in the other platform modules.

In the SDS search on the dashboard, the category is displayed only in the case of the activation of the Product Category – Unique option.

Accessible to the database administrator

Create categories and sub-categories

– Menu Applications > Chemical Products > Configuration > List of Categories > Create

Select the name of a category to open the window allowing you to create sub-categories using

Accessible to product managers

Specify the category and possibly the sub-category in the Key Information section of the product sheet.

Accessible to everyone

From the List of Products, in the search area under the Categories filter: select the categories or sub-categories of your choice.

• Filtering only on a product’s category displays all products in the category, across all sub-categories.
• Simultaneous selections are possible in the same search.