For better presentation of your services and solutions to customers, you can group sales categories into a multilevel hierarchy. This will allow customers to browse available offers in UX1 for Customers in a more convenient way:
- Your customers see upper-level (or main, or parent, or root) sales categories on the home page.
- By clicking an upper-level sales category, your customers go to lower-level (or child) sales categories.
- When your customers click one of the lower-level sales categories in the hierarchy, they see a list of service plans included in this sales category.
To build a hierarchy of sales categories:
- Create several root sales categories in one of the following two ways:
- Convert an existing category into a root category: Click an existing category on the Sales Categories screen. Press Edit. Make sure the Parent Category field is empty. Save the changes.
- Create a sales category as a root category (with the Parent Category field empty).
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Create several subcategories in one of the following ways:
Note: Sales categories can include either service plans or other categories but not both at the same time.
- Click a sales category that you want to include as a subcategory in one of the main categories. Click Move Category. Select the necessary upper-level category. Save the changes.
- Create a sales category as a subcategory (complete the Parent Category field by selecting an upper-level sales category).
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Create a multilevel hierarchy by repeating the steps above.
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Define the subcategory display order within their parent category using the Set Order button in the sales categories list.
Alternatively, you can complete the Position in Parent Category field when editing a subcategory.
Note: Sales categories with an empty Position in Parent Category field will be displayed to customers at the end of the list.
When a Sales Category is Displayed in UX1 for Customers
A sales category is displayed to customers in UX1 for Customers under these conditions:
- In the sales category profile, the option Display Category in Customer Control Panel is enabled.
- If it is a lowest level sales category, there is at least one service plan that is available for customers to buy.