Things to Consider
To begin, this may or may not make sense for your specific Organization. You do not need to assign a Category to any of your Parts Kits but it can help your Sales Team make less mistakes and be more efficient. The best approach to start using categories is to look at how your Sales Team categorizes equipment to be sold.
For the training article we will use generic automotive categories. Remember these are fully customizable in your org. You can build out new Parts Kits or update existing kits with categories more meaningful to your business.
Hierarchy of Categories in a Parts Kit by default:
There might be universal Parts Kits that do not need to have a category. There is no right or wrong way but we can help you define the Logic. If you need suggestions on how to categories your Parts Kits, please feel free to reach out to your Success Manager.
Step One: Name the Manufacturer Category
- Choose a Category Name. If you sell parts for cars Ford may be a logical Manufacturer, so lets create it for our example.
Once you have a Category Name, use the drop-down list to select from the available Types. For the example we will choose Manufacturer.
Step Two: Build your Category Hierarchy
The idea is to make it more efficient for Sales People to find a Parts kits and add it to the Deal. Let's revisit the Parts Kit we created earlier to install a DVD system. This Parts Kit could belong in a dozen different categories, or Sub Categories.
In our Example we repeated the steps above to create a Category named Vehicle Upgrades and a Sub Category named Interior.
See all three Categories and Types:
Step Three: Categorize a Parts Kit
Select the Parts Kit you want to Edit or follow the same process to create a new Parts Kits.
For example we Edit the parts kit, DVD Install, scroll down to the Categories section, and add the Categories to the Parts Kit we created in step two.
Step Four: Use Categories to Search for Parts Kits on a Deal
Under the Deal Equipment tab, the Sales Team can now searches for Parts Kits using categories. The output of suggested parts kits will update based on the selected Categories. Select the Category, Vehicle Upgrades and Sub-Category, Interior and DVD Install is an available result.
One thing to keep in mind is that Sub Category is the most restrictive filter. If you filter by Sub Category, only items with that Sub Category will show up as available results.
You can see how this powerful tool helps your Sales Team as they are guided to the right Parts Kits.