Item Categories

List and Edit View

ℹ️ Categories are viewed and edited from the same screen.

Buttons Explained

• New: Inserts a line at the bottom of the table for completion.

• 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.

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

• Name: The name of the category. / A field to type a name for the category.

• Class: The Class selected for the category. / A dropdown list of classes to select one.

• Caption: Costing: The caption for the costing.  / A field to type a heading that will appear in the costing.

• Costing Variables: A checkbox. If checked, the category contains Costing Variables.

• Markup Alert: The default markup / A field for users to type a default percentage. If the markup is less than this percentage, a warning is displayed.

• Menu (...): A submenu with the following options:

  • 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. If checked, the tab is shown. The available 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.

  • Enable Fields: Checkboxes. Fields that are checked are enabled:

    • Make and Model

    • Reference

    • Entities

    • Tracking

    • Customer

    • Supplier

  • Delete Category: Allows users to delete the category.

Related Topics

• Reference: Items

• Reference: Item Classes

• Reference: Item Creation and Editing

• Reference: Item Customisation

• Reference: Inventory Locations

• Reference: Item Settings

• Reference: Item Views

• Tutorials: Items

• Tutorials: Item Categories

• Tutorials: Item Classes

• Tutorials: Item Creation

• Tutorials: Item Customisation

• Tutorials: Item Editing

• Tutorials: Ineventory Locations

• Tutorials: Item Views