Step-by-Step Guide:
Navigate to the "Finance" section in the left-hand navigation menu.
Click on "Package Lists".(Screenshot at 0:05 shows the "Package Lists" option in the navigation menu.)
On the "Package Lists" page, you'll find the "Categories" filter. (Screenshot at 0:11 shows the "Categories" Filter)
Understanding Package Categories:
Package categories are used to organize and filter financial packages within the system
They allow you to group packages for specific purposes, such as seasonal sales (e.g., "New Years Sale").
They allow you to control the visibility of packages to specific users or branches during the registration process
Think of them as labels or filters.
To use package categories to filter packages, click the "Categories" dropdown menu and select from the displayed categories. Click the "Apply" button. (Screenshot at 0:16 shows the "Categories" dropdown menu)
To add a package category, click the "Categories" dropdown menu and select "+Add Category". (Screenshot at 0:16 shows the "Categories" dropdown menu and "+Add Category" option)
Enter a name for the new category and click "Create". The Category is successfully added and a confirmation shows up on screen. (Screenshot at 2:22 shows the "Create Category" pop-up window)
You can assign financial packages to one or more categories, which impacts package visibility for both branches and users.
To assign a Package to a category, click the "Edit Package" option for a particular branch package (screenshot at 1:27 shows "Edit Package" option).
On the "Edit Package" screen, click the "Category" option on the left menu. (Screenshot at 1:29 shows "Category" Option)
On the "Category" Screen, click the "Change Category" option to display the available categories. (Screenshot at 1:33 shows the "Change Category" option)
Select the appropriate package(s) to assign it to a category, or create a new category, click the "Change Category" button, then save the package.
Package categories can also be used to group packages by things like currency. This allows branches and users to only see packages in their local currency
Using package categories can streamline package management, ensure accurate package assignment, and create targeted promotional campaigns for your Nutrogen platform.