Focus: The focus of this Self Help article is to provide you information and steps on how to use Catalog “Categories” for Services, Products and Subscriptions.
What are catalog categories? You can use Categories to help you find your items faster when using them in your proposals.
In this example, we will be using Catalog, Services.
Step 1: Adding new Category. This can be found under Services, Products, and Subscriptions in the Catalog. You can also add Category, under each of the Catalog types.
Step 2: Enter in a name of the Category and click the orange Save button
Step 3: Now you can add your Catalog items to this category, by editing your Catalog item and using the drop down box and select your category and click Save.
Please note: You can also create Categories when you are creating items for your Catalog.
Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.