So that ia one of the benefits of having multiple categories, and so this is how you would add them on the fly. So you add vegetables and we could see vegetables and cheese. Now, one of the benefits of one of the new features is you could actually select more than one category. So what we’re going to do is if we click vegetables, we’ll see only the vegetable categories are added. Now, if we click in the category field, we have all of our categories available. So now, what we want to do is we’re going to click “Refresh” so we can get our categories in. And so, one of the benefits is being able to use the filters for it. And now, if you look at our category column, we have the cheese and vegetables both added. We’re going to go and copy it, go back to paste, and then we’re going to go in and click “next,” then I want to go ahead and click “Commit.” Then we are going to go in and click “Next”. Let me go ahead and show you how that works. Now, one of the new features in Finale is that you are able to add categories on the fly through the product import.
Now, if you take notice here, we have actually already added fruit, but we actually have some categories on here that we did not add, which is vegetables and cheese. You have a Product ID column, and then you have your category column. And then, we’re going to click “Import Products from a Spreadsheet.” Now, the spreadsheet you need is actually only a two-column spreadsheet. You can do that through the spreadsheet in Finale, and the way we’re going to do it is we’re going to go ahead and go to Import. And so the easiest way to do it is to do it through a spreadsheet. That is a very basic action, but for a lot of people you don’t have just one product, you have multiple products. If we go into our category, and we click fruit, now, the only thing we see in our line item is our peaches. Immediately I want you to take notice is in our category column we have fruit. Then, we are going to click “fruit”, click “save changes”, and now we’re going to back to our products page. So just underneath the graph, you’re going to see this category section, and what we’re going to do is we’re going to click this drop-down arrow.
Now, on every product page, you’re going to assign the category. And what we are going to do is we’re going to assign the category “fruit” to our peaches. Okay, so we’re going to click this “X” off, and now, what we are going to do is we’re going to go ahead and assign it. So what we need to do is we need to assign it. We see our fruit is added, and now if we select it we see “no results found.” And the reason that is is because we haven’t assigned this category to any of our products. Now that we have done that, what we do is we go ahead and we find the category box. We are going to go to Inventory, Products, and now, what I want us to do is I want us to refresh the page because any time you do make changes to applications then it is good practice to refresh your page.
Let me click save changes and then we are going to go back to our product page. What you are going to do is click the blue link, where it says “Add Product Category Option.” We’re going to double-click in this box, and we’re going to go ahead and add a category. Then we are going to go to the product tab, and what we are going to want to do is we’re going to scroll down to the product category section. To add a category, one by one, we’re going to go up to our application settings and now, we can get there from our blue gear in the top right corner. So I’ve already added some products so we can go in and see the categories in action. When you get your account open out of the box, you don’t have any categories added. Now, if we click in our product category box right now, there is nothing available. They are really useful because if we go to our product page, this will add a layer of organization and filtering to your products. The easiest way to do it is to add them one by one.
#FINALE INVENTORY RENAME A PRODUCT HOW TO#
Today, I am going to show you how to add categories to your products. Hello, this is Jayson with Finale Inventory. ( Videos: See complete list of available videos) Video Transcription
#FINALE INVENTORY RENAME A PRODUCT PDF#
The product categories list is the taxonomy of different types of products used for filtering and summarizing lists in the user interface and reports printed to PDF or exported to Excel.Ĭreating product categories video tutorial Creating product categories is quick and easy, and changes are made within the interface.
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