Item Categories

List and Edit View

ℹ️ Categories can be edited when viewing the list of categories. There is not a separate Edit View.

Buttons Explained

• New: Creates a new Category and the view does not change, a new row is opened at the bottom of the table for users to fill in the fields.

• Save: Saves any changes.

• Menu: 

  • View Notes: Toggle to show or hide any category notes below the category description. Checkmark = notes are shown.

  • Layout & Grid

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID: A system-generated number allocated to the category.

• Name: The user-defined Category Name.

• Class: The Class selected for the category.

• Link To: Options include:

  • None: The category is not linked to Customers or Suppliers.

  • Both: The category is linked to both Customers and Suppliers.

  • Customers: The category is only linked to Customers.

  • Suppliers: The category is only linked to Suppliers.

• Caption: Costing: A field for users to type in a heading that will appear in the Costing.

• Costing Variables: A checkbox. Checkmark = The category contains Costing Variables.

• Markup Alert: A field for users to type in a default percentage. If the markup is less than this percentage, a warning will appear.

• Menu (...): A submenu allowing users to :

  • Edit Sub Category Lookup list: Opens a text editor for users to type or edit Sub Categories.

  • Edit Note: Opens a text editor for users to type or edit a Category Note.

  • Change Class: Allows users to select a different Class for the category.

  • Set Default Tabs: Allows users to show or hide certain Tabs when creating an item. The tabs are:

    • Image & Specs

    • Units

    • Costing & Pricing

    • Inventory

    • Estimating

    • Event

    • Accounting

    • Price History

    • Costing

    • Attachments

    • Dependencies

  • Update all the Visible Tabs in the selected Category: Resets all the items in the category to show or hide the Default Tabs.

  • Delete Category: Allows users to delete the category.

Related Topics

• Reference: Items

• Reference: Item Classes

• Reference: Item Creation and Editing

• Reference: Item Customisation

• Reference: Item Locations

• Reference: Item Views

• Tutorial: Items

• Tutorial: Item Categories

• Tutorial: Item Classes

• Tutorial: Item Creation and Editing

• Tutorial: Item Customisation

• Tutorial: Item Locations

• Tutorial: Item Views