Item Categories Tutorials

Table of Contents

How to Create a Category

1. Navigate to Main Menu > Items > Items. 

2. Click Menu (button) > Edit Categories.

3. Click New (button).

4. A new record is created at the bottom of the list. Fill in the details as follows:

   1. Name = Type in a name for the category.

   2. Class = Select a class from the dropdown list of classes.

   3. Caption: Costing = Type a caption to be used for costing.

   4. Costing Variables = Check the box if the category is used for costing variables. 

   5. Markup Alert = Type an amount for the percentage markup. Any markup below that percentage creates an alert. 

How to Edit a Category

1. Navigate to Main Menu > Items > Items. 

2. Click Menu (button) > Edit Categories.

3. Change any of the fields as needed (see How to Create a Category above for more information).

4. Click Save (button).

How to Create or Edit a Subcategory

1. Navigate to Main Menu > Items > Items.

2. Click Menu (button) > Edit Categories.

3. Right-click the Category you want to create Subcategories for and select Edit Subcategory Lookup List.

4. Type the subcategories one per line.

5. Click OK (button).

How to Create or Edit a Note

1. Navigate to Main Menu > Items > Items.

2. Click Menu (button) > Edit Categories.

3. Right-click the applicable Category and select Edit Note from the context menu.

4. Type the Note.

5. Click Save (button).

6. Click Close (button).

How to Change the Class

1. Navigate to Main Menu > Items > Items.

2. Click Menu (button) > Edit Categories.

3. Right-click the applicable Category and select Change Class from the context menu.

4. Read the disclaimer on the popup (all user-defined fields are lost) and decided if you want to continue.

5. The Category's Class field will become editable. Select a new Class from the dropdown list.

How to Set Default Tabs for Categories

ℹ️ When you edit an item, all or only some of the available tabs can be shown. 

ℹ️ See Item Creation & Editing for information on the tabs.

1. Navigate to Main Menu > Items > Items.

2. Click Menu (button) > Edit Categories.

3. Right-click the applicable Category and select Set Default Tabs.

4. Check the checkboxes if the tabs must be included for the specific category. The available tabs are:

   • Image & Specs

   • Units

   • Costing & Pricing

   • Inventory

   • Estimating

   • Event

   • Accounting

   • Price History

   • Costing

   • Attachments

   • Dependencies

5. Click anywhere outside of the list to close the list.

6. Right-click the applicable Category and select Update all the Visible Tabs in the selected Category.

7. Confirm that you want to update the tabs on the popup.

How to Enable / Disable Fields

ℹ️ See Item Creation & Editing for information on the fields.

1. Navigate to Main Menu > Items > Items.

2. Click Menu (button) > Edit Categories.

3. Right-click the applicable Category and select Enable Fields.

4. Check the checkboxes if the fields must be included for the specific category. The available fields are:

   1. Make and Model

   2. Reference

   3. Entities

   4. Tracking

   5. Customer

   6. Supplier

How to Delete a Category

1. Navigate to Items.

2. Click Menu (button) > Edit Categories.

3. Right-click the Category you want to delete and select Delete from the context menu.

4. Confirm that you want to delete the category.

Related Topics

• Reference: Items

• Reference: Item Categories

• Reference: Item Classes

• Reference: Item Creation and Editing

• Reference: Item Customisation

• Reference: Inventory Locations

• Reference: Item Views

• Tutorials: Items

• Tutorials: Item Categories

• Tutorials: Item Classes

• Tutorials: Item Creation

• Tutorials: Item Customisation

• Tutorials: Item Editing

• Tutorials: Inventory Locations

• Tutorials: Item Views