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G1 support

Viewing, creating, and editing within the Product Hierarchy tree

Viewing the Product Hierarchy Tree

G1 users are able to view existing Departments, Categories, and Sub-Categories.

  • When Product Hierarchy is first selected, the Departments are all collapsed.
  • Click on the plus (+) sign next to the Department to expand the list. Categories will be nested under the various Departments. If you click the plus sign next to the Category, you will expand the list to show Sub-Categories.

Please note: there are Departments, Categories, and Sub-Categories with lock symbols next to them. These are required Hierarchy levels within the G1 software. They cannot be modified or deleted.


Creating and editing levels in the Product Hierarchy tree

G1 users are able to create new Departments, Categories and Sub-Categories, in addition to edit the name of these three levels. Please note, Departments, Categories and Sub-Categories with lock icons next to them cannot be modified or deleted. These specific levels are required for G1 functionality.

Adding a Department

  • Select the Departments heading. The Add Department section will appear to the right.
  • Type in the name of the new Department.
  • Click Save. The new Department will appear in the Hierarchy tree to the left, and you should see a “Success” message.

PH4

Editing a Department

  • Ensure to select the Department you want to edit. The Edit Department section will appear to the right.
  • Clear out the text, and type in the new Department name you would like to use.
  • Click Save. The Department name will be updated, and you should see a “Success” message.

PH5

Adding a Category or Sub-Category

  • To add a Category, select the Department where the Category will be added. The Add Category section will appear under the Edit Department section.
  • To add a Sub-Category, select the Category where the Sub-Category will be added. The Add Sub-Category section will appear under the Edit Category section.
  • Type in the name of the new Category or Sub-Category.
  • Click Save. The new Category or Sub-Category will appear nested under the respective Department or Category, and you should see a “Success” message.

Editing a Category or Sub-Category

  • Ensure to select either the Category or Sub-Category name you want to edit. The Edit Category or Edit
    Sub-Category section will appear after the page reloads.
  • Clear out the text, and type in the new Category or Sub-Category name you would like to use.
  • Click Save. The Category or Sub-Category name will be updated, and you should see a “Success” message.

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Other related support documents for Product Hierarchy:

Support categories
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Merchant processing and POS
Orders
Products
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