Set Global Product Categories

Each improveit 360 customer sells and installs slightly different product offerings. The Global Product Categories are the broad product offerings your company provides. If you have already set Global Product Categories and you need to setup your Products database, see also: Set Product database 

Note: Only System Administrator users will be able to set Global Product Category values for your system. 

Watch this 1.5-minute video and/or follow along with the click-path below

Click the gear icon in the upper right corner of the screen

Navigate to the Setup menu 

Search and go to the Picklist Value Sets menu

Click on the Product Categories field

Scroll down to the Values section and review the active Values within your system. 

If you no longer sell this type of Product, click Deactivate to remove it from your Global Product Categories. 

If you are setting up your system for the first time, or start carrying a new product, you can add to this list by clicking the New button. 

From here, type each Product Category value on a separate line, and click Save.

Note: The system will prevent you from creating duplicate values and will alert you to the duplicates. In this example, I am trying to add "Windows" and "Siding" but those are already Values in the field. 

To change the Order in which the Values appear in the field, click the Reorder button. 

Use the up and down arrows to change the order of the values within the field. 

Click Save when finished making changes to this field.