The Product Categories feature in WeekMate CRM allows you to organize your products into meaningful categories, making it easier to manage your product catalog and maintain a structured inventory. Categorizing products also simplifies product selection when creating quotes, invoices, and other sales records.
This guide explains how to create a new product category in WeekMate CRM.
Before You Begin
Before creating a product category, make sure:
You are logged in to your WeekMate CRM account.
You have permission to manage product settings.
You have identified the category you want to add to your product catalog.
Steps
Log in to your WeekMate CRM account.
Navigate to the Product Categories section.
Click Add Category.
Enter the Category Name.
Fill in the required category details.
Review the information you entered.
Click Save.
The new product category will be created successfully and will be available when creating or managing products in WeekMate CRM.
Video Tutorial
Watch the video below for a complete walkthrough of creating a product category in WeekMate CRM.
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