Creating item categories and assigning items to category structures in Comarch ERP Enterprise

Categories and subcategories in CEE system correspond to groups and subgroups in Comarch Mobile application. In the mobile application, they are only used to filter the item list.

Using the Sales channel item categories application (Categories and items view) in Comarch ERP Enterprise, it is possible to organize sales items into hierarchical structures. In the application, the user can define sales channel item categories and manage item assignments to categories.

Sales channel item categories application

Toolbar in the category editor

Toolbar

The work pane of the Sales channel item categories application contains a category editor and a separate editor for category elements. The category editor’s toolbar allows editing the category structure. Depending on the type of selected element (category or item), relevant fields are displayed in the editor.

ActionDescription
New category at the same levelThis action prepares the editor for the creation of a new category with the same parent category as the selected category. This action is activated only when the categories to be edited have the status In process and one category is selected.
New item assignment at the same levelThis action prepares the editor for the creation of a new item assignment with the same parent category as the selected item assignment. This action is activated only when the categories have the status In process and one category is selected.
Duplicate category at the same levelThis action prepares the editor for the creation of a new category with the same parent category as the selected category. All fields with the exception of the identification of the element will be adopted to the new element. This action is activated only when the categories have the status In process and one category is selected.
New subordinate categoryThis action prepares the editor for the creation of a new category within the selected category. This action is activated only when the categories have the status In process.
New subordinate item assignmentThis action prepares the editor for the creation of a new item assignment within the selected category. This action is activated only when the categories have the status In process and one category is selected.
Duplicate subordinate categoryThis action prepares the editor for the creation of a new category within the selected category. All fields except the identification of the element will be adopted to the new element. This action is activated only when the categories have the status In process and one category is selected.
Find itemWith this action all items assignments matching the query characteristic will be marked in the categories. The last selected item will be opened in the editor.
Find and assign itemsWith this action you can search items and add item assignments. The execution of this action will open a dialog window, where the user can select one or more items through query characteristics. Based on the selected item new item assignments will automatically be added to the marked categories. This action is activated only when the categories have the status In process and one category is selected.
DeleteWith this action it is possible to delete the marked elements and its child elements. This action is activated only when either only the item assignment is marked or at least one element is marked and the categories have the status In process.
EditWith this action it is possible to open the marked element in the editor for edition. This action is activated only when either only the item assignment is marked or at least one element is marked and the categories have the status In process.

Creating a category for a sales channel

In order to create a new category for a sales channel, it is necessary to select the [New] button in the Sales channel item categories application.

[New] button
Next, it is necessary to fill in the following fields in the identification pane:

  • Sales channel item category
  • Description

Changes made can be saved with the button.

Creating item category for sales channel
Note

The created sales channel item category should be assigned in the application Customizing -> Comarch ERP Integration BUS -> Item category for MOS.

Selecting item category for mobile application in Customizing application

Creating a category structure

Options available on the category editor’s toolbar make it possible to create a category structure. Data entered on the General tab should be confirmed with the  button; afterwards, the newly created category appears in the work pane of the Sales channel item categories application. Changes made can be saved with the  button.

Sample category structure

Assigning items to categories

In order to assign an item to a selected category, it is necessary to select the  button in the Sales channel item categories application and click the option [New subordinate item assignment].

[New subordinate item assignment] button
The work area will then be activated. Next, the user should fill in the Item field and confirm changes with the  button. The selected item will then be attached to the selected category within the structure. Changes made can be saved with the  button.

Assigning item to category

All changes need to be exported to Comarch Mobile with the use of the Export sales channel item categories or BUS Export data applications.

Note

It needs to be remembered that categories are only assigned to items previously exported to the application. Exporting categories requires exporting items first.

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