How to access from the navigation bar: CRM → Categories

What is it used for?

Categories represents a complex tool in PIRO Fusion that can be used for multiple purposes. On the one hand, it provides a way to categorize customers and vendors according to a certain criteria, which enables a more efficient reporting in PIRO Fusion by generating customer category level reports; on the other hand, simultaneously, it provides a simple way to define some common properties (e.g. pricing, markups, default payments and shipping settings, etc.) of membership customers through the profile of the customer / vendor category. All membership customers and vendors will inherit these customer category settings.

Viewing the vendor categories

The vendor categories added to PIRO Fusion can be viewed on the Categories menu’s Vendor categories tab. Vendor categories can be added – , edited – or deleted – using the icons,  while the icon reloads the list into the grid.

Example of Vendor categories

The columns of the grid show the following information:

1. Name: Displays the name of the vendor category.
2. Parent: If a vendor category is hierarchically co-dependent on another one, then this parent category is displayed in this column.
3. Code: Displays a unique code that identifies the vendor category.
4. Description: Displays the description of the vendor category.
5. Default: If this column is ticked, it means that the vendor category will be loaded by default on the “Vendor’s detail” form when a new vendor is created. When you add a new vendor, this default vendor category can be changed if needed.