What are Categories?
Categories are for organising and managing your SKUs (Stock Keeping Units). They provide a systematic way to group similar items, making it easier to navigate and analyze your inventory. This guide will walk you through the process of creating and managing categories. What the video guide below to get started with categories.
Creating Categories
To create a new category, follow these steps:
1. Navigate to Categories: Locate the plus sign at the top left of your screen and select it. This will open the detail window for category management.
2. Fill in Details: In the detail window, you'll need to provide various details for the new category.
3. Save Changes: After entering the required information, save your changes.
Category Details
Code: The code serves as a unique identifier for the category. It must be distinct from any other category codes.
Name: This is the user-friendly name of the category, providing a quick reference for its contents.
Active: Indicates whether the category is active or not. Mark as active if the category is currently in use.
Contract: Specifies if the category is associated with a particular contract or if it is a global category applicable across all contracts.
Color: You can assign a color to the category for visual aid, making it easier to distinguish between different categories.
Category: Allows you to set up the category as a child of another category
Notes/Description: This section provides space for any additional notes or descriptions related to the category.
Remember to save your changes after configuring the category details.
