How to Set a Default Product Classification

Overview

The default product classification feature allows you to choose which product categories and subcategories automatically applies to new synced products to your Kintsugi account. This ensures consistency in how products are classified for tax purposes and eliminates the need to manually approve products.

When you set a default product classification, any new product synced to your system will be automatically categorized using that classification, helping maintain accuracy in tax calculations without manual intervention.

Why Use a Default Product Classification?

Setting a default product classification helps you:

• Automatically classify new products without manual approval

• Ensure all new synced products follow the same classification rules

• Save time by eliminating the need to approve products in batches

• Improve tax calculation accuracy through consistent product classification

• Simplify product management, especially for businesses with large catalogs or a primary one-product type
  

  Example use: If you only sell clothing, you can set clothing as your default product category and its subcategory. All new synced products will automatically be tagged as clothing with its selected subcategory, and you won't need to approve products again.

How to Set a Default Product Classification

Step 1: Navigate to Product Classification Settings

1. Log in to the Kintsugi App.

   

2. Click on the Configurations tab in the main navigation.

   

3. Go to Settings section.

   

4. Scroll down and locate the Primary Products and Services section.

   

Step 2: Set a Product Classification as Default

1. Click Add to create new default product classification.

   

2. Fill in the following fields:

   • Category: Select the general product category

   • Subcategory: Choose the appropriate subcategory

   • Description (optional): Add details about the product for informational purposes

   

3. Make sure to check the box to Mark it as Default.

4. Click Save to submit.

5. You can create more if needed to represent different product categories/subcategories.

Step 3: Manage Default Product Classification

1. Review and manage your current list of default product classifications.

2. Find the default product classification you want to change.

3. Hover over the right side of the default product row and click the three‑dot icon.

   • To change the category, subcategory, or description of a set default product, click Edit.

     

     • Follow the prompts on the screen, update the category, subcategory, or description as needed, then click Save.

     • If you change an existing set default, it will replace the previous one.

   • To delete a set default product, click Remove.

     

     • Click the red Remove button to confirm the changes.

       

Step 4: Understand How the Default Applies

• The default classfication automatically applies to all new synced products added in after you set it.

• For tax-engine integrations, this ensures new synced products are classified correctly from the start.

• Existing synced products are not impacted when you apply changes to the set default.

Update Existing Synced Products (If Needed)

If you want existing products to use the new default classification:

1. Use the bulk classification option to update multiple products at once.

2. Alternatively, update individual products manually as needed.

Kindly refer to this help article for more information: Updating Product Category and Subcategory

Additional Information

• You can change your default classification at any time through the user interface.

• The default only applies to new synced products. Products already in your system keep their existing classifications unless you manually update them.

• Organizations that prefer to use product data directly from their source system (such as Shopify) without AI classification can contact support for assistance.
  

Frequently Asked Questions

Can I set multiple default classifications?
No, you can only have one default classification at a time. You can create more if needed to represent different product categories/subcategories. Changing/editing an existing default will replace the current one.

Will changing the default affect my existing synced products?
No, the default classification only applies to new synced products. To update existing products, use the bulk classification tool or update them individually.

Can I turn off product classification completely?
Yes, if you prefer to rely solely on product data from your source system, contact Kintsugi Support to configure this option through the admin panel.

Need Help?

For additional help, reach out to Kintsugi Support or your Customer Success Manager.