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Categories

Categories group your items in a tree — Apparel → Tops → T-Shirt. Items inherit their category's defaults (temperature, rotation) and its attribute template (for example Size and Colour), so you type less when creating items and reports can total by category.

Where: Master Data → Categories

The screen​

Categories — tree on the left, details on the right
Categories — tree on the left, details on the right
  1. New category — add a top-level category.
  2. The tree — click a category to see its details. The small numbers show sub-categories and items.
  3. Sub-category — add a category under the selected one.
  4. Add attribute — add a field every item in this category must or may fill (e.g. Size).
  5. Attribute template — the attributes already defined. Enum means a pick-list (XS, S, M …); Required means items cannot be saved without it.

Create a category​

Click New category (or Sub-category to place it under the selected one).

New category
New category
  1. Category name — e.g. Frozen Food.
  2. Code — suggested from the name; must be unique.
  3. Parent category — leave (root category) for a top-level category.
  4. Default temp regime — e.g. Frozen; new items in this category start with it.
  5. Default rotation — e.g. FEFO (first-expired-first-out) for food, FIFO for others.
  6. Click Create category.

Good to know​

  • Edit / move changes a category or moves it under another parent; Deactivate stops new items using it.
  • A category with items cannot be deleted — move or re-categorise the items first.