Add A New Category

The following steps explain how to add a new category. 

1. Login to Carter CRM using your username and password.

   

   
   

2. Click Products in the administration menu on the left.

   

   
   

3. Navigate to the Categories tab. Then, on the right side of the screen, click the + New Category button.

   
   

   

   
   

4. Select the retailer from the drop-down menu, enter the category name, and use the toggle to indicate if the category is active by choosing Yes or No. If the new category can be nested in an existing category, select the Nest Category Under checkbox by double-clicking and selecting the category you wish to add the new category under. Then click Save & Continue.

   

   
   

5. Under the Retailer Pricing tab, enter the Product Pricing for each Pay Group by clicking on the edit icon. Once the price has been added click the green checkmark to confirm the price for that specific pay group. Repeat these steps for each Pay Group's Product Pricing then click Save & Continue.

   

   

   
   

6. On the Technician Compensation tab click the edit icon to make changes to the product compensation column for each pay group and click the green checkmark to confirm your changes. Then, click save & continue.

   

   
   

7. On the Tools Required tab indicate the tools necessary to assemble the products within the new category by clicking in the checkbox beside each option. When finished click Save.

   

   
   
8. The new order category can now be found under the Categories tab.

Still have questions? Please contact Carter Customer Support  at support@cartercrm.com for further assistance.