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Learn how you can to configure Installed Items Categories |
Item Categories |
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Table of Contents
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Navigating to Installed Item Categories
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CONFIGURATION > FOUNDATION APPLICATION > INVENTORY MANAGEMENT > SET UP INSTALLED ITEM CATEGORIES |
What are Installed Item Categories?
Installed item categories are used to classify installed items Item Categories are used to classify Installed Items into generic groups based on specific similar common attributes that they share. Installed item categories are following Item Categories follow a hierarchical tree structure. Each installed item an Installed Item can be classified only in one categoryCategory.
Creating, Editing & Deleting Validations & Restrictions
- Navigate to Installed Item Categories and explore existing records via the Summary page. Installed Item Categories follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
- Click on the link (Name or Number) of the record of your interest to open a modal with the related details. Select an existing Category for the 'parent' to make the specific Category a 'child' or erase the 'parent' name to make the specific Category a 'parent' itself.
- Either SAVE the changes or cancel (X) and go back to the Summary page.
- Create a new Category (ADD) or delete an existing one (REMOVE)
- Use EXPAND ALL to view 'parents' and children and COLLAPSE ALL to only view 'parents'.
Check the Validations Table below for a list of available Actions when working with Installed Item Categories including each Action's related validations. View the Attributes Table for a comprehensive description of Installed Item Categories fields.
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Action | Validations | |
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| Create |
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| Delete |
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Include Page
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An * indicates a field is mandatory.
Name | Description |
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| Name* | The name of the Category. |
| Code* | A code for the Category. |
| Description | A description for the Category. |
Parent | The 'parent' of the Category, unless if the category is a 'root'. |
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View Understanding Inventory Management for business examples related to Installed Item Categories. |
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