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How to: Move a Sub-Category to Another Parent Sales Category or Convert a Sub-category to a Parent Sales Category
Article Reference NumberAA-10441 Views72

Note: Instructions for creating a sales category are detailed in this article.

Sub-categories fall into parent sales categories. Follow the steps in this article to move a sub-category to another parent sales category or convert a sub-category to a parent sales category.

1) Log in to your Reseller Control Panel (RCP)

2) Switch to ‘Billing’

3) From the left-side menu options, select Products > Service Plans


4) On the ‘Service Plans’ page, select ‘Sales Categories’ tab


5) Under ‘Sales Categories’, click on a sub-category

6) On the selected sales category’s page, scroll down and click on the Edit button

7) If you want to convert this sub-category into a parent category, corresponding to the ‘Parent Category’ field click on (after which you can go to Step 9))

OR

If you want to move this sub-category to another parent category, corresponding to the ‘Parent Category’ field click on

8) In the ‘Sales Categories’ pop-up window, select another parent category

9) Click the Save button

10) You will receive a confirmation message

 

Now when you view the list of sales categories the change will be reflected there:

Moved sub-category

Sub-category converted to parent sales category