Item Categories Tutorials

How categories work is explained on Item Categories. Categories can be nested to any depth, but an item can be linked only to the last nested level, and a category or subcategory that has items linked to it cannot get further subcategories.

💡These tutorials explain how to create and manage categories and subcategories.

Navigation Example

Main Menu > Setup > Items > Menu (button) > Edit Categories

How to Create Item Categories

  1. Navigate to Items.
  2. Click Menu (button) > Edit Categories.
  3. Click Add/Edit (button) on the top row.
  4. Click Add Category (button).
  5. Fill in the fields in the row that appears at the bottom of the table as follows:
    1. Code = Enter a code (a short description) for the category.
    2. Description = Enter a description of the category.
    3. Library = Check the box to allow the items in the category to be exported.
  6. Click Save (button).

How to Create Item Subcategories

Note
  • Once a category is allocated to an item, you can no longer create Subcategories for it.
  • For example, if an item has the following category: Clothes > Dresses > Blue, you can add Red and Yellow to Dresses, but you cannot add any categories to Blue.
  • To add the subcategories Aqua, Cyan and Azure to Blue, first remove the category Blue from all the items it is allocated to. Then add the subcategories and reallocate the new subcategories to the items.
  • If you select Add Subcategory on a category that is allocated to an item, BOS shows the message “Insert Failed. The selected Category has been linked to Item.”.
  1. Navigate to Items.
  2. Click Menu (button) > Edit Categories.
  3. Option A:
    1. Click Add/Edit (button) on the top row.
    2. Click Add Category (button).
    3. Fill in the fields in the row that appears at the bottom of the table as follows:
      1. Code = Enter a code (a short description) for the category.
      2. Description = Enter a description of the category.
      3. Library = Check the box to allow the items in the category to be exported.
    4. Click Save (button).
    5. Drag the new category below another category or subcategory.
  4. Option B:
    1. Right-click a category and select Add Subcategory.
    2. Fill in the fields in the row that appears at the bottom of the table as follows:
      1. Code = Enter a code (a short description) for the category.
      2. Description = Enter a description of the category.
      3. Library = Check the box to allow the items in the category to be exported.
    3. Click Save (button).

How to Edit Item Categories

  1. Navigate to Items.
  2. Click Menu (button) > Edit Categories.
  3. Click Add/Edit (button) on the top row.
  4. Edit the fields.
  5. Drag the categories to reorder them.
    • Note: If an item is already added to the category, you can no longer create subcategories for it (that is, drag a subcategory beneath it).

How to Delete a Category

Note
  • A category that contains subcategories cannot be deleted until all its subcategories are deleted. BOS shows the message “Delete Failed. The selected root item contains child items.”.
  • A category that is added to items cannot be deleted. BOS shows the message “Delete Failed. This Category cannot be deleted because it is currently used in Items.” Remove the category from the items first.
  1. Navigate to Items.
  2. Click Menu (button) > Edit Categories.
  3. Click Add/Edit (button) on the top row.
  4. Right-click the category to delete and select Delete.
  5. Confirm the deletion on the popup.

How to Add Categories to an Item

Note

You cannot use these steps to add categories to items that have variations. Use Batch Update instead.

  1. Navigate to the item you want to edit (Main Menu > Setup > Items > Double-click the item).
  2. Click Edit (button) on the top row of buttons.
  3. Click Detail (tab).
  4. In the third section, click Categories (button) next to Add.
  5. Select one or more of the categories on the dropdown list (use Ctrl + left-click to multi-select).
    • Note: To add a single category, double-click it.
  6. Click Select (button).

How to Remove a Category From an Item

Info

These steps remove the category from the item only. The category stays in the list of categories.

  1. Navigate to the item you want to edit (Main Menu > Setup > Items > Double-click the item).
  2. Click Edit (button) on the top row of buttons.
  3. Click Detail (tab).
  4. Right-click the category you want to remove and select Delete.
  5. Confirm the deletion on the popup.

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