Creating Departments and Categories

If the Departments & Categories page is available to your role, use it to organize the company structure. Select a node in the tree to view its details and create a department or catalog category under the selected node.

Create a department

1. Open the main menu, expand Administration, and choose Departments & Categories.
2. Choose New Department, enter the required name, and optionally enter an ID.
3. Choose Create Department. The button remains unavailable until a name is entered.

Assign a department manager

1. Select the department.
2. Choose Add Manager.
3. Select or search for the manager and confirm with Add Manager. Department managers oversee the department’s child categories.

Create a category and assign a buyer

1. Select the parent node in the tree, then choose New Category. The selected node sets the parent; the form does not ask for a separate category type.
2. Enter the required category name and optionally enter an ID. Choose Create Catalog Category. The button remains unavailable until a name is entered.
3. Select the category and choose Add Buyer.
4. Select or search for the buyer, then confirm. The buyer is assigned to that category.