Product classification

What are product classifications?

Product classifications provide a means for establishing different types of product. Below are some examples of product classifications:

  • Apparel
  • Business Card
  • Letterhead
  • Envelope
  • Pen
  • Perishable

Product classifications can be attached to any product and provide additional control and reporting over your product mix.

Managing product classifications

There are two ways to manage product classifications:

  • Subscriber-level (global) management: Used when you want product classifications to apply to all of your accounts.
  • Account-level management: Used when you want to limit product classifications to a specific account.

Managing subscriber-level product classifications (subscriber defaults)

Within My Liftoff's menu, navigate to All Accounts > Products > Product Classifications. On this screen, you will see the classifications that are available for use across all of your accounts.

Subscriber default settings are available to all accounts in your subscription.Subscriber default settings are available to all accounts in your subscription.

Subscriber default settings are available to all accounts in your subscription.

Adding new default classifications

To add a new classification, click the blue "+ Add Default Product Classification" button. Simply enter a name and click "Save & Create".

Clicking "Add this product class to all existing subscriber accounts" will make this classification available to all accounts instantly.Clicking "Add this product class to all existing subscriber accounts" will make this classification available to all accounts instantly.

Clicking "Add this product class to all existing subscriber accounts" will make this classification available to all accounts instantly.

Editing default classifications

Subscriber defaults can be edited by clicking the "Edit" button next to the classification. It will provide you a text box to enter a new name for your classification. Any products already assigned to this classification will be affected by this change. Click "Save Changes" to finalize your change.

Deleting default classifications

Subscriber defaults may be deleted, provided they are not already in use by a product. When in use, a green checkmark will appear under "In Use" and the "Delete" button will be disabled. Likewise, classifications that are not in use will show a red X in the "In Use" column and the delete button will be enabled. Clicking "Delete" will remove this classification from all accounts.

You may only delete classifications that are not in use by a product.You may only delete classifications that are not in use by a product.

You may only delete classifications that are not in use by a product.

Managing account-level product classifications (subscriber defaults)

Within My Liftoff's menu, navigate to Products > Product Classifications. On this screen, you will see the classifications that will be available for the current selected account as well as any subscriber defaults you have established.

Adding new default classifications

To add a new classification, click the blue "+ Add Default Product Classification" button. Simply enter a name and click "Save & Create".

Deleting classifications

You may remove both subscriber default classifications and account-level classifications from this screen, provided the classification is not in use by any products. Removing subscriber default classifications will only remove those classifications from the current selected account and will not impact the defaults established for other accounts. Click "Remove" to remove any unwanted subscriber defaults. Click "Delete" to remove the account-specific classifications.

Editing classifications

Account-level classifications may be edited by clicking the blue "Edit" button next to the classification. Simply input a new name and click "Save". Please note that any products already assigned to this classification will immediately receive the updated classification name.