Quote Categories
Categories classify quotes with a controlled, reusable vocabulary. A quote can carry more than one category, making categories suitable for stable groupings such as product division, request type, or internal responsibility.
Create a category
Open B2B Quotes > Quote Categories and select Add New Category.
| Field | Meaning |
|---|---|
| Code | Unique identifier used by APIs and imports |
| Name | Label shown to administrators |
| Description | Optional explanation of when to use the category |
| Active | Whether the category can be selected |
| Sort Order | Position in category selections |
Use a stable ASCII code such as office_furniture and a natural display name such as Office Furniture. The code is not a translated label.
Assign categories to a quote
Open a quote in Magento Admin, select one or more entries in Categories, and save. Only categories available to the form should be used; creating a new text value directly in the quote is not the category workflow.
Maintain the category set
- Deactivate a category that should remain in historical data but should no longer be selected.
- Use tags for temporary campaign or handling markers.
- Check pricing/workflow condition selectors before promising that a new category controls automation.
- Keep codes unchanged once integrations or CSV files use them.
The grid supports mass enable, disable, and delete actions. Review selected records and existing quote relations before deleting.
API and CSV access
The REST add-on exposes category and quote-category endpoints. The CSV add-on provides category import/export and quote-category relation data. See REST API Add-On and CSV Import/Export Add-On.