Create product categories to group product models
Create categories for your product models to group your product models.
Before you begin
Role required: sn_shop.shopping_hub_admin
Procedure
Navigate to All > Product Catalog > Model Categories.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Display name of your product category on the Shopping Hub portal. |
| Parent category | Existing category that you select as the parent of this category. |
| UNSPSC code | United Nations Standard Products and Services Code of the product category. |
| Picture or icon | Visual representation of the product category. |
| Purchasing Automation | |
| Spend categorization | Products of this category that can be sourced or not sourced. Select Addressable or Not Addressable. |
| Product type | Product that is of the type Good or Service. Based on the product type, appropriate workflow options are initiated. |
| Goods receipt required | Goods receipt that is required or not required. This field appears only if the product type is set to Good. |
| Acknowledgment type | Receipt of confirmation and the type of receipt. The options are Milestones, Service Acknowledgment, or Two Way Match.This field appears only if the product type is set to Service. |
| Goods sourcing checkout | References the record producer used for sourcing requests of goods from this category. |
| Services sourcing checkout | References the record producer used for sourcing requests of services from this category. |
| Contract type | Contract types that are applicable to this product category. Related contracts, based on the specified contract models, are created for any purchase requisition of a product of this category. |
| Display pricing? | Determines if pricing is to be displayed in Shopping Hub for supplier products associated to this category. |
| Sourcing time in days | Number of days that are required to source a product of this category from the supplier.For details, see Lead time calculations. |
| Supplier onboarding time in days | Number of days that are required for a new supplier of a product in this category to onboard.For details, see Lead time calculations. |
| Purchasing time in days | Number of days that are required to complete a purchase order for products in this category. |
| Enterprise Asset Configuration | |
| CI class | Configuration item \(CI\) class that represents any product of this category.You can't add the CI class to the model category later. |
| Asset class | Asset that represents any product of this category. Setting the asset class triggers the creation of assets depending on the model category selected. If you select Consumable or Software License, the CI class field becomes read-only because consumables and software licenses don’t create CIs. If you specify a CI class and then select Consumable or Software License, the CI class field is changed to None automatically. If you don’t select an asset class, the product category doesn’t create any asset. You can select an asset class from these options:
|
| Allow pre-allocation | Option to determine if you want to track items in this category as pre-allocated assets. |
| Allow as primary | Option to determine if assets of this product category can be primary components of a bundle. |
| Allow in bundle | Option to determine if assets of this product category can be components of a bundle. |
- Select Submit.
Result
The product category is created and the form reopens with its related lists.
What to do next
Use the related lists of the model category form to view the product models, supplier products, and ledger assignment rules that are associated with this category.
| Name | Description |
|---|---|
| Product Models | Product models that are associated with this product category. |
| Supplier Products | Supplier products that come under this product category.Select New to create a supplier product. |
| Ledger Assignment Rules | Ledger assignment rules for this product category.Select New to add a ledger assignment rule. |
Parent Topic:Setting up your product catalog