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Settings > Classifiers

Introduction

Classifiers are labels for custom grouping.
The functionality allows you to independently create various groupings of outlets, owners, employees or skus.
All assigned classifiers are displayed in all parts of the system, and included in export to Excel.

Appearance of classifiers

By default, the Classifiers functionality looks like this:

Visually, the Classifiers functionality is divided into 3 workspaces:

  • List of objects (directories) for which a classifier is being created (1),
  • List of already created classifiers (2),
  • The area for creating or editing the classifier (3).

Сlassifier сreating

To create a new classifier, select the object (directory) within which it will be created and click  at the bottom of the window.

pay_attention
Only 10 working classifiers can be created for each object.
If you create more than 10 - part will not work, only 10 of them will work.

The following fields are located in the classifier creation and editing area (on the right):

  • Object (not editable in this area) is a reference book within which the classifier (1) is created / edited.
  • Name - the name of the classifier (2).

In order to add a new classifier value, you must enter the data in the appropriate field (3) and click on.
By clicking on the basket symbol  you can delete an unnecessary value (4).
After creating the classifier, it is necessary to click on the button  (5).

Classifier editing

To edit the classifier, click on the Edit button in the lower right corner of the selected classifier.

Classifier deleting

To delete a classifier, click on the Delete classifier button in the lower area of the window.

Classifier Values adding

The values of the classifier are set in the Directory within which it was created (1).
In order to go to the corresponding directory, you need to click on Go to the directory in the area of creating and editing the classifier (2).

pay_attention
In some integration variants, classifiers are imported from the Accounting System.
In this case, the editing and management of classifiers should take place in the Accounting System, in ST-Mobi.com editing of classifiers is blocked.

Work in the directory

In order to set the value of the classifier, click on, on the example of the SKUs directory:

In the window that opens, in the Classifiers tab, select the necessary classifier and click on the pencil symbol.

Next, you need to select the desired value from the presented (1), confirm the selection by clicking on(2) and save the changes with the button (3).

Grouping

The values in the directory can be grouped by classifier values in the Classifiers tab.
It is allowed to select both all values of one classifier and its individual components, which can be seen by clicking on the button  in the corresponding line.

You can group values in the corresponding reference book by several criteria at the same time:

  • Groups,
  • Classifiers.



Each classifier can also be displayed in a separate column in the corresponding reference book.

Additional features

Contextual search by classifier names.

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