CSM | Establishing Item Category Hierarchy
Learn how to structure/recalculate your item category hierarchy in Business Central.
Video Length: 3:18
Topic: Category Hierarchy Setup in CSM
Skill Level: Beginner to Intermediate
What You’ll Learn
This video walks you through setting up and managing item category hierarchies in CSM (Channel Sales Manager). You’ll see exactly how to create parent categories, attach subcategories, and use attributes that automatically inherit through your category structure.
Key Topics Covered
Parent Category Setup
You’ll learn how to create a master category (like “All”) that serves as the foundation for your entire category structure. The video demonstrates creating an “Apparel” category and connecting it to the master level.
Subcategory Creation
Watch the step-by-step process of building subcategories under your parent categories. The examples show creating “Kids Coats,” “Men’s Coats,” and “Women’s Shirts” all linked to the Apparel parent category.
Attribute Inheritance
See how attributes you define at the parent category level automatically populate in all child categories. This saves you time and keeps your data consistent across related categories.
Managing Your Category Tree
Learn about the recalculate function that updates your entire category tree structure after you make changes.
Who This Helps
This video is useful if you’re:
- Setting up CSM for the first time
- Organizing large product catalogs
- Managing eCommerce categories that sync with Business Central
- Looking to understand how CSM handles product hierarchies
What You’ll See
The video uses a live demo showing the actual CSM interface. You’ll watch as the instructor creates several categories in real-time, demonstrating how the parent-child relationships work and how attributes flow through the structure.
Additional Resources
For detailed documentation on CSM item categories, visit our Knowledge Base.
Ready to organize your product categories? This 3-minute video gives you the foundation you need to build an effective category structure in CSM.
Learn more about CSM here.
Get the App on Microsoft AppSource today or request a personalized demo here!
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