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How do I allocate products to a product category?
To quickly allocate several products to a product category, follow these steps:
- Log in to the Onsight web console at https://sales.onsightapp.com/.
- Click on ‘Manage your data’ from the left-hand side menu.
- Click on the ‘Products – Quick move’ menu item.
- You will see a list of all of your products.
- Use the search filters to find the products that you want to allocate to a category.
- Select the products.
- Click the ‘Actions button.
- If you are allocating them to their primary category, choose ‘Set primary category’. If you want to keep their primary category unchanged and you want to add them to another category, choose ‘Add additional category’.
- Choose the new category from the dropdown list.
- Click ‘Set primary category’ or ‘Add additional category’ to complete the change.
- Repeat this process till all your products have been added to the category.