Import New Categories
Go to Admin > Settings > Data > Import New Data > Categories
What is a Category?
A category helps us group information so users can easily filter items in the dispensary. There are categories for Ingredients (single ingredients and premix formulas), Products and add on services. For more information on categories, click here.
Category Statuses
A category status can be set to Published, Pending Review, Draft or Admin Only. When you upload categories, you need to have the status for each category specified in the file.
Category Hierarchy
A category can be the Parent (no category higher) or you can also have sub categories many levels deep. You can set the parent category for each category you add to your dispensary.
Add One Category
You can add one category at a time by going to Admin > Lists > Categories and clicking on the Add New Button. For instructions click here.
Steps to Bulk Add Categories
You can import herb , formula, and product categories into your dispensary, but please remember that if you add the category to an import file, the system will automatically add that category as a Parent category.
Download the Sample File by clicking on the button “Download Sample File”
There are 4 types of Categories; Herb Categories, Formula Categories, Product Categories and Add On Services.
Under Category Type ( Column A) enter the type of category you are uploading.
Enter “Herbs” for Single herb categories and “Product” for product category and “Formula” for Formula Categories.
Cat1 is the “Parent Category
Cat 2 is the sub category
Cat 3 is the sub sub category
Cat 4 is a sub sub sub category
To upload your category CSV sheet, go to Admin > Settings > Data> Import New Data > Categories
Find the saved CSV file on your computer
Click on Review
If everything is formatted properly, at the end of the reviewed information you can submit it.
To check that it was submitted properly, go to Admin > Lists > Categories