Categories

An overview of the Categories page in Service Agreement Quoter.

Quick Reference

• The Categories page allows you to manage Event categories. To access this page, navigate to the Admin section of SAQ (click the gear icon in the top-right corner of the screen), then select “Categories” from the left navigation menu.

• Click the “Add Category” button in the top-right corner of the Categories screen to create a new category. 
• Click the Edit button to the right of an existing category to edit it. Click the Delete button to delete it.

Introduction

The Categories page allows you to manage Event categories. Categories are used to group Events (Standard Jobs) and Additional Events together and determine the order in which they are displayed on Quotes.

To access the Categories page, navigate to the Admin section of SAQ (click the gear icon in the top-right corner of the screen), then select “Categories” from the left navigation menu.

Categories

1. Categories Table
   This table contains a list of Event categories. Click on a column header to sort the table by that column. Click and drag the column headers to change the order of columns. Click and drag the vertical bars between the columns to resize the columns.
2. Add Category Button
   Click to create a new category. See “Add / Edit Category” for more information.
3. Edit Button
   Click to edit a category. See “Add / Edit Category” for more information.
4. Delete Button
   Click to delete a category. Categories can only be deleted when they are not being used on any existing Quotes.

Categories Table - Columns

The Categories table comprises the following columns:

• Description: The category’s description. 

• Sort Order: The category’s position in the list of categories. By default, categories are displayed in  ascending sort order.

• Use As Default: Indicates whether the category will be used as the default category for new Events.

• Actions: Contains the Edit and Delete buttons.

Add / Edit Category

Click the “Add Category” button in the top-right corner of the Categories screen to create a new category. Click the Edit button to the right of an existing category to edit it.

Required fields are marked with a red asterisk .

1. Description
   The category’s description. 
2. Sort Order
   The category’s position in the list of categories. By default, categories are displayed in  ascending sort order.
3. Use As Default Checkbox
   Check this box to make this category the default category for new Events (Standard Jobs) and Additional Events. Only one default category can exist; checking this box while a default category already exists will override the previous default.
4. Save Button
   Click to save your changes.
5. Cancel Button
   Click to close the window without saving your changes.