Quote Categories
Categories are internal labels to classify quotes (department, product line, channel, etc.).
Location:
- Sales → B2B Quotes → Quote Categories
How Categories Are Used
- filter quotes in the grid
- dashboard breakdowns
- workflow/pricing rule conditions (depending on rules configuration)
Recommended Setup
- Keep categories stable (avoid renaming frequently)
- Use tags for ad-hoc “campaign labels” or temporary markers
API & Import/Export
- REST API endpoints exist in the REST API add-on.
- CSV import/export is available via the import/export add-on.
See:
Screenshot placeholder: categories grid + category editor
File:./_screenshots/admin-categories.png