Item Categories

  • Categories are used for reporting and sorting.
  • Several categories can be added to an item.
  • Categories can be nested, with any number of subcategories and nesting levels.
  • An item can be linked only to the last nested level.
  • After an item is linked to a category or subcategory, no further nested levels (subcategories) can be created for that category or subcategory.
Navigation Example

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

Item Settings Categories tab, with the Add Category button and the Code, Description and Library fields labelled
Items Categories Interface

Category Buttons Explained

Button Description
+ –Collapses or expands the category tree.
Add Category

Adds a row at the bottom of the table for a new category.

After the category is created, drag it below another category to make it a subcategory.

You can also add a subcategory: right-click a category and select Add Subcategory.

Fields Explained

Info

Fields marked in blue (✎) can be edited.

Field Description
Field Chooser (*)Add or remove columns.
IDThe system-generated number for the category.
ParentIDThe system-generated number allocated to the parent category (top-level category).
CodeEnter the category’s code (a short description).
DescriptionEnter the category’s long description.
CreatedThe date on which the category was created.
UpdatedThe date on which the category was updated.
Updated ByThe user who last updated the category.
Library

A checkbox. If checked, items in the category can be exported to other databases.

See Online Libraries for more information.

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