Manage Categories

The Manage Categories page in QwikSell Administration allows you to create, edit, and organize the product categories that appear in your product catalog.
Categories make it easy for sales representatives to browse and select items while building quotes, ensuring products are grouped consistently across your organization.

Accessing Manage Categories

To access your product categories:

  • Navigate to Administration from your main menu.
  • Select Manage Categories from the system administration grid.
  • The Categories Dashboard will appear, displaying all existing categories in your QwikSell catalog.

Categories Dashboard Overview

The Categories page displays a searchable list of all product and service categories.

Search and Filter Options:

  • Category Name: Enter a keyword to find a specific category.
  • Status: Filter by Active, Inactive, or All categories.
  • Search / Export Buttons:
  • Click Search to apply your filters.
  • Click Export to download your category list as a report for documentation or review.

Category List Columns:

  • Category Name – Displays the name of each existing category.
  • Actions – Includes the pencil icon for editing the selected category.

To create a new category, click the New button in the upper right corner of the dashboard.

Adding or Editing a Category

When adding or editing a category, the Category Details window will open.

Fields Available:

  • Category Name (Required): Enter the name of the new or existing category (e.g., Audio/Video, Cabling, Managed Services).
  • Sort Field (Optional): Assign a sort order number to control how categories appear in your product list.
  • Active Checkbox: Use this to activate or deactivate the category.
  • Active categories appear in your product catalog.
  • Inactive categories are hidden from the quoting interface but retained in your system history.

Action Buttons:

  • Save: Saves your changes and returns to the category list.
  • Save and New: Saves your changes and immediately opens a blank form to add another category.
  • Cancel: Discards changes and returns to the previous screen.

Editing or Deleting Existing Categories

To update or remove an existing category:

  • Locate the category from your dashboard.
  • Click the pencil icon next to the category name to edit.
  • Adjust the name, sort field, or status as needed.

Deleting categories is typically restricted — instead, mark categories as Inactive to maintain reporting history.

Best Practices

  • Group products logically (e.g., Hardware, Licensing, Managed Services).
  • Keep category names short and consistent for easier filtering in quotes.
  • Use the Sort Field to list your most-used categories first.
  • Avoid deleting categories; instead, mark them inactive to preserve quote and reporting accuracy.