Product Categories
The Product Categories page lists all product categories (shared PCG or custom). You can create, edit, or delete custom categories and link each category to a revenue (sales) account.
Key Features
Section titled “Key Features”- Category table: name (FR/EN/AR), revenue account, shared/custom badge
- Search and filters: search by name; filter by “All”, “Shared (PCG)”, or “Custom”
- Create / edit: multilingual name, revenue account, sort order
- Delete: available only for custom categories (shared PCG categories cannot be deleted)
Step-by-Step Tasks
Section titled “Step-by-Step Tasks”Add a Category
Section titled “Add a Category”- Click Add category
- Fill in the French name (required), English and Arabic names
- Enter the Revenue account (e.g., 7111) — required
- Set the Sort order (number; default is max existing + 10)
- Click Save
Edit a Custom Category
Section titled “Edit a Custom Category”- Click the category row in the table (shared categories are not editable)
- Update the name, revenue account, or sort order
- Click Save
Delete a Category
Section titled “Delete a Category”- Open a custom category (shared categories are protected: the delete button is absent)
- Click Delete
- Confirm deletion in the dialog
- Shared (PCG) categories are provided by the chart of accounts; they cannot be edited or deleted
- Use a clear name in each language for easier report reading
- The sort order controls how categories appear in lists and product reports
Troubleshooting
Section titled “Troubleshooting”- Cannot edit a category: check if the “Shared (PCG)” badge is present — these categories are locked
- Deletion error: the category is linked to existing products; check dependencies
- Save button inactive: the French name and revenue account are required fields
Need help? Contact our technical support.