Creating product categories

Creating product categories is quick and easy, and changes are made within the interface.  The product categories list is the taxonomy of different types of products used for filtering and summarizing lists in the user interface and reports printed to PDF or exported to Excel.

Creating product categories

 

Creating product categories video tutorial


(Videos: See complete list of available videos)

 

Video Transcription

Hello, this is Mike from Finale Inventory. This short video, we’re gonna cover the topic of categories, creating product categories, a field in Finale to help organize and filter your products and stock items on the products and stock view screens.

And also they’re useful in reporting. So let’s go take a look at our home screen here in Finale. If I was to look at my product list, you’ll see that there is a lot of parts on the screen. You may be thinking, “Gosh, there’s got be a way better than just typing in a filter.”

To kind of narrow down what it is you’re looking at or maybe a problem, you’re searching for. So looking at both, you know, screens here, you’ve got the stock screen. There was a category field and also on the product field screen there’s a category field.

Notice that there is a built-in filter called Category. Now when you get your first account when it sets up. It’s just defaulted to category A, B, and C. So if I say, “Well, I wanna filter to category A.” Well, I’m not gonna see anything because your account’s brand new and a category really doesn’t mean anything. So same thing with B and C, you may be thinking, “Well, how do I get a different category, Something more meaningful for my business?” Well, that you just simply go to your application setting to start creating product categories.

So from the home screen, we’re gonna go to application settings. We’re gonna click on the Product tab. And if you scroll down a little bit, you’re gonna see the product categories. These are where you define the different types of categories that you would wanna organize your products into. Now, these can be used and referenced by the reports and by many of the screens.

So you also may, at this point have already learned how to import your products, and you may be thinking, “Can I import a category?” Well, let’s just take a look at that. So notice that the categories need to be defined. So they have to be defined here first before you can import them. So for instance, if I had this list of products and I wanted to assign them to a category, we can, of course, if you’ve learned by now, you can use the category field here and you could type in a category. So maybe we’ll create a category called Shirts. Okay. So if I was to attempt to import this, you’re gonna see that it won’t work. So let’s give you an example.

So if I take and go from the home screen and I’m gonna import in and update that product. So let’s just think that we’re trying to update the category field for this product for redshirt. And it turns red. That’s telling you that shirts is not a valid category. I have to create shirts before I can import to it. So for instance, the other thing here is as if it’s the same thing, if I was to get on my products and I was to find one of my shirts and I wanted to assign a category of shirts to this redshirt here.

Well, notice that I don’t have shirts in the list, because I don’t have shirts in the list. I can’t assign it shirts, so I need to get shirts in there as a category before I can assign it. And before I can import to it. So let’s show you how to do that. Let me go back to the home screen, and I’m gonna go to the application settings, and we’re just gonna go to the product tab. So how would I get shirts in there? Well, I can just type over this default here. And I’m gonna create shirts. And let’s create one called Pants, and Socks, and Sweaters. Okay, so now that we’ve created our four different types of categories to kind of organize our products into different areas, I can now save that change.

Now, this is very key, once we made a database change like this to the structure, meaning we added these categories that didn’t exist before, and we wanna use the import mechanism, then we need to refresh this screen. So on this screen where the buttons are that you do import, because we changed it, we need to refresh the screen. This is the only time you need to do this is, if you make a change to the database.

So I’m gonna refresh that. Now, we can actually import into those categories. So for instance, if I go back to this excel sheet, and let’s just go ahead and add our shirt categories to our shirts. And let’s do socks here. And we’re gonna bring the socks down. And then let’s do pants. And we need to do the sweaters as well.

So we’re gonna do pants and then let us do sweaters. So very quickly in a demo here, we’re gonna copy this information so we can update all the categories of these products, so let’s do an import. And then we’re gonna right-click here and paste, and notice now this time we don’t get any red boxes because we have gone ahead and created these categories beforehand. So if we go ahead and update this. We’re gonna go ahead and check out and see now that we’ve got all these parts are now categorized with a category. So for instance, if we want to see just shirts, it will filter to the shirts. If we wanna see pants, we’ll get pants and so on. That’s how you do that.

So if we go back to all categories and you may say, “Well, do we have to import the category?” No. The answer is no. So you can go create the category then you can assign it. So if I wanted to assign this part one to a category, I can just click on the category and assign it. So assigned part one to socks. So now that I have assigned part one to socks if I go back to the products list, you’ll see that socks is now the category for part one. That’s the tip on creating, using, and importing categories.
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