Manage option categories to define the
grouping of option codes available for review by sales representatives,
prospects and buyers.
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Tasks
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Steps
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Add Option Category
Back
to Top
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Navigation Path
Data Library > Options> Option Categories
Steps
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Select the Add
Option Category link.
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Use text fields and
the pull-down menu to enter:
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Number.
The number
is alpha-numeric text that “codes” the Option Category.
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Name.
A name
of the Option Category.
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Status
(pull-down). Defaults
to Active.
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Select Save
to save the Option Category and return to the Option
Category List screen.
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Edit Option Category
Back
to Top
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Navigation Path
Data Library > Options> Option Categories
Steps
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Select the Edit
link for the specific option category.
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Follow steps 2 above
in the Add Option Category sub-task.
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Select Save
to save the Option Category and return to the Option
Category List screen.
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Archive Option Category
Back
to Top
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Navigation Path
Data Library > Options> Option Categories
Steps
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Select the Edit
link for the specific option category.
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Select Inactive
in the Status field.
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Select Save
to save the Option Category and return to the Option
Category List screen.
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Delete Option
Category
Back
to Top
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Navigation Path
Data Library > Options> Option Categories
NOTE:
Only option categories that are not associated to any options can be
delete.
Steps
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Select the Delete
link for the specific option category.
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