To mark allocate a product to a specific 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’ menu item.
- You will see a list of all of your products.
- Click on the name of the product you want to allocate to a category.
- Click the ‘Edit’ button.
- Find the ‘Primary category’ dropdown field.
- Select the category you want the product to appear in.
- If the category contains a subcategory or subcategories, you need to select a subcategory.
- Click the ‘Save’ button.
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How to bulk allocate products to their product categories.