Creating a new category

Creating a new category

Access:  Menu Administrator   


One or more categories can be attached to a home page service. 


WHAT ARE CATEGORIES?

Categories hold items, or listings, that are grouped together. You can set up Categories and Items. Before you set these up, you will need to consider what will work best for your school and for your reporting. This table shows three different examples of Category setup:

ServiceCategories
Items

Sports1. Netball



2. Basketball



3. Football
1a. Netball Year 1 & 2
1b. Netball Year 3 & 4
1c. Netball Year 5 & 6

2a. Basketball Year 1 & 2
2b. Basketball Year 3 & 4
2c. Basketball Year 5 & 6

3a. Football Year 1 & 2
3b. Football Year 3 & 4
3c. Football Year 5 & 6


School Production - Peter Pan1. Show Tickets 1 July


2. Show Tickets 2 July
1a. Adult ticket 1 July
1b. Child ticket 1 July

2a. Adult ticket 2 July
2b. Child ticket 2 July


Fundraiser1. Eco-friendly products1a. Reusable cup black
1b. Reusable cup orange
1c. Reusable cup pink
1d. Sandwich wrap bees
1e. Sandwich wrap butterflies
1f. Stainless steel straws
1g. Reusable produce bags
1h. Bamboo toothbrush child
1i.  Bamboo toothbrush adult


Only categories with the SAME cutoff time can be in the same Service. Services are managed by school and can have one or more Categories from one or more suppliers. For more information, please visit our Knowledge Base article - Creating a new home page service.


HOW TO CREATE A CATEGORY

 1. On the partner site select item editor, check you are operating as the correct supplier and select add new.



2. The following pop-up box will appear:  



3. Enter the Category name.

4. Either untick daily order cutoff, Or if a daily order cutoff is required (e.g. it is a food service) select the day, hour and minute that you would like for your cutoff time.

In the example shown above, the system will cut off orders at 9am on the day of delivery.  

NOTEFor more information see Daily Order cutoff - what it is and when to use it 

Selecting a daily order cutoff means users will see a date selector option in the Shop, e.g.


 
In most cases you should NOT select a daily cutoff! The default cutoff is 11:59pm each day. 

   

All orders are subject to cancellation or change until they reach their cutoff time, or the Order Administrator changes the order status from pending to processing.

4. Select done

Your Category is now ready to have items added to it.


See Creating a New Item for information on this. 



 


New categories will NOT automatically be added to existing home page services.  

If you create a new category, please advise the Service Administrator for your school or organisation, as they will need to attach it to a service.  



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