Category Management

TABLE OF CONTENTS

• Step 1: Step-1: Log in to the Asaan Retail portal.
• Step 2: Hover your cursor to the flyout menu on the left and click on the Settings tab.
• Step 3: In the new window, click on the third tab on the top Configurations then click on Manage Categories under the Categories panel.
• Product
  • Step 2: Click on Add New Category button in the pop-up window.
  • Step 3: In the second pop-up window, add a new category name like Biking Gear and click Save Changes.
• Customer
  • Step 1: Click on Manage Categories > Click on the Customer in the drop-down menu.
  • Step 2: In the new pop-up window, add a new category name in the field below like Frequent, and click on the Save Changes button.
• Supplier
  • Step 1: Click on Manage Categories > Click on the Supplier in the drop-down menu.
  • Step 2: In the new pop-up window, add a new category name in the field below like Camping Gear Vendor, and click on the Save Changes button.
• Expense
  • Step 1: Click on Manage Categories > Click on the Expense in the drop-down menu.
  • Step 2: In the new pop-up window, add a new category name in the field like Electricity Bills, and click on the Add button.

Category management allows you to better organize your products, suppliers, customers, and expenses under different segments. It later helps in applying filters or finding different products, suppliers, customers, and expenses. 

Note: Managing categories is particularly important to fetch reports and extract data insights later on. So, it's always better to keep your customers, products, suppliers, and expenses categorized as much as possible.

In this article, we will cover how to manage or create new categories in Asaan Retail.

Step 1: Step-1: Log in to the Asaan Retail portal.

Step 2: Hover your cursor to the flyout menu on the left and click on the Settings tab.

Step 3: In the new window, click on the third tab on the top Configurations then click on Manage Categories under the Categories panel.

In the drop-down menu, you choose from the 4 options.

• Product
• Customer
• Supplier
• Expense

Let’s discuss category management for each entity in detail.

Product

Step 1: Click on Manage Categories > Click on the product in the drop-down menu. A pop-up window will appear like the one below:

Step 2: Click on Add New Category button in the pop-up window.

Step 3: In the second pop-up window, add a new category name like Biking Gear and click Save Changes.

Your new product category will be listed as:

You can also edit, delete, or add a child (sub-category) to your categories. Click on the Yellowish button in front of the category you want to modify. Creating sub-categories for your categories allow you to create category trees that consist of one or more root categories. These root categories can have subcategories under it.

Customer

Step 1: Click on Manage Categories > Click on the Customer in the drop-down menu.

Step 2: In the new pop-up window, add a new category name in the field below like Frequent, and click on the Save Changes button.

Your new Customer category will be listed as:

You can also delete your customer categories. Click on the Bin button in front of the category you want to delete.

Supplier

Step 1: Click on Manage Categories > Click on the Supplier in the drop-down menu.

Step 2: In the new pop-up window, add a new category name in the field below like Camping Gear Vendor, and click on the Save Changes button.

Your new Supplier category will be listed as:

You can also delete your Supplier categories. Click on the Bin icon in front of the category you want to delete and click the Edit icon to change/edit categories.

Expense

Step 1: Click on Manage Categories > Click on the Expense in the drop-down menu.

Step 2: In the new pop-up window, add a new category name in the field like Electricity Bills, and click on the Add button.

Your new Expenses category will be created as: