Operations PIM - Edit a Category

1. Navigate to "PIM"

   If you would like to update or edit an existing category, navigate to "PIM" in the operations portal.

   

2. Click "Categories"

   Click "Categories". In order to access and update “Categories” you will need to be set up either as an administrator or a superuser, or have the roles of: “categoryView” and “categoryEdit”.

   

3. Select "Data"

   Select the "Data" tab.

   

4. Find the category

   You can use the search field, or the fields in the header row to find the category you would like to update - or you can select the category directly in the grid.

   

5. Click into fields to edit information

   The data grid acts like an embedded spreadsheet which enables you to click into fields and edit information. You are able to update any editable category field in the grid.