You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close

How do I categorize my company according to company's commercial activities?

Categorization of your company is important because it is used by many contracting authorities that create rfx or tender to invite potential participants.

Categorization is mandatory according to the European Standard CPV codes and optional according to the Hospital Procurement codes, when register a new Legal or Natural Person / Trader.

Ιn case you have selected in the European Standard CPV codes, Health codes then the Hospital Procurements codes become mandatory.

After the creation of the account of the legal or Natural Person / Trader, only the Company Account Administrator*, has the rights of editing categories through the menu My company -> Categories.

*For more details about the Company Account Administrator, see the article: Who is the Company Account Administrator of my company and what actions can take?

The following categorization instructions apply either during your registration or after from the menu My company -> Categories -> Categories editing.

To remove a category, click on Remove Categories.

Important Note: Categorization is not related to TAXheaven-KAD codes of your company as a result no search can be valid according to them.

Add new categories CPV

1) Search with words – keywords

On European Standard CPV codes, choose:

  • All categories of CPV or
  • some of the categories group that have been created for your inconvenience and if they match with your business categories.

If you search with a keyword, it is suggested the option ‘All categories of CPV’ so you can browse through all the available CPV categories.

  • On the search fields that appear on the upper left side, type the keyword that you are interested in to search. With the insertion of the three first characters, and if the word exists, the categories that contain the keyword appear.
  • Please pay attention with the completion of the words. For instance, if your company is related to machines, there are categories with the word machines and other categories with the word machinery. So, when you type the keyword ‘machin’ all the related categories appear that contain both words but if you type ‘machines’ only the categories that contain the specific word will appear.
  • Choose the category that you wish from the results.
  • Click on the category’s tick box that you are interested in. If there are sub- categories, there will be selected automatically.
  • If you want some of the sub-categories to be selected, unclick the category that you chose initially so that it will allow you to select only the sub-categories that you wish.
  • To add additional categories, erase the keyword that you initially type, type new word and repeat the steps above.
  • To check the categories inserted, erase the keywords from the search field. Scroll down the page and the upper level categories that have been selected, will appear in green color. Expand the category (and the sub-categories) by pressing the arrow (>) and check the sub-categories that have been selected.
  • To remove a category that was selected by mistake, unclick the category from the tickbox or press the button Clear Options so that to remove all the categories.
  • If you are already registered members, select BACK TO CATEGORIES and then the button UPDATE.
  • If you fulfill the registration form and you wish to return on the initial page of categorization, select the button BACK TO CATEGORIES otherwise select the button Next.

2) Category search through the category tree

On European Standard CPV codes, choose:

  • All categories of CPV or
  • some of the categories group that have been created for your inconvenience and if they match with your business categories.
  • Expand the category (and the sub-categories) by pressing the arrow (>) so that to check the sub-categories.
  • Select the tickbox of the category you are interested in. If there are sub-categories, they will be selected automatically.
  • If you do not wish some of the sub-categories to be selected, unclick the initial category you have selected and will allow you to select only the sub-categories you wish.
  • Repeat the steps above for every central category that you are interested in.
  • To remove a category that was selected by mistake, unclick the category from the tickbox or press the button Clear Options so that to remove all the categories.
  • If you are already registered members, select BACK TO CATEGORIES and then the button UPDATE.
  • If you fulfill the registration form and you wish to return on the initial page of categorization, select the button BACK TO CATEGORIES otherwise select the button Next.

During the registration form requesting credentials, by selecting the button Next, the following message appears:

If you are interested in the categorization “Hospital Procurements” press YES. Note that in case you have selected in the European Standard CPV codes health codes then the Hospital Procurements codes become mandatory.

Add new categories in Hospital Procurements

Choose Hospital Procurements. If you are registering by selecting YES on the previous message, then will be transferred within categorization environment.

In this choice you can do:

  • Search with words - keywords
  • Search category through category tree,

as described above for the categorization of CPV.

In Hospital Procurements, it is suggested the search of categories through the category tree, due to the limited number of sub-categories.

  • If you are already registered members, select BACK TO CATEGORIES and then the button UPDATE.
  • If you fulfill the registration form and you wish to return on the initial page of categorization, select the button BACK TO CATEGORIES otherwise select the button Next.

Remove Categories

  • If the legal / Natural Person is already registered, login with the Company Account Administrator’s credentials and go to the menu My company->Categories->Categories Editing.
  • If you fulfill the registration form, go to step of Categories and if needed select the button BACK TO CATEGORIES.

On the choice ‘All categories CPV’ and possible on any category group and on the selection of Hospital Procurements, on the upper right corner appears the number of the categories selected.

  • Click on the tab selection you wish to update.
  • Scroll down the page and the categories that have been selected, will appear in green color. Expand the category (and the sub-categories) by pressing the arrow (>) to check the sub-categories that have been selected.
  • To remove a category, uncheck the category from the tickbox or press the button Clear Options* to remove all the categories.
  • Repeat the steps for other categories if you wish.
  • If you are already registered members, select BACK TO CATEGORIES and then the button UPDATE.
  • If you fulfill the registration form and you wish to return on the initial page of categorization, select the button BACK TO CATEGORIES otherwise select the button Next.

*In case you select the button Clear Options for ‘All categories CPV’, you should select at least one new category, because categorization to the European Standard CPV is mandatory.

  • 203
  • 16-May-2022
  • 34 Views