Categories can be managed from within Velocity in the Categories page. There, you are able to see a list of all categories that are currently live.

On this page, you can...

From the categories list, you can click on the category's name to access the Category Details. There, you are able to add or remove specific products to that category.

Users are able to archive categories that are no longer needed. In order to archive a category, it must not be linked to an alignment.

To archive a category, access the Categories page and click on "Edit" next to your desired category. In the edit modal, click on "Archive...". A warning message will appear to confirm the action, with a list of side effects that will occur if you continue.

If you are sure that you want to archive the category, you can confirm by clicking on "Archive Category".

To link a recently created category to an alignment, you must first go to the Categories page and click on the category you wish to link. After reaching the Category Details page, click on "Link Alignment" on the left hand side under Management. Once done, you will be met with the following UI:

To configure the alignment correctly, you must first choose a Commission Strategy from the following options:

After choosing a commission strategy, you then choose which Territory Alignment you want the category linked to. Once done, click on "Link Alignment" to confirm your configuration.

To view a category that was previously archived, go to Categories within Velocity and then click on the filter button to the left of the "Add Category" button. Then, click on "Show Archived Categories" to show which categories have been archived.