About Categories and Sub Categories

Updated by Cheryl Wallace

Categories are used to classify part numbers.  Categories have a single level of sub categories. Each category can have multiple sub categories

To view or hide the sub categories for a particular category, click to toggle the arrow to the left of the category.  

Fields on this page

Category

A unique description of the category up to 50 characters.

Sub category

A description of the sub category up to 50 characters. The sub category must be unique within the category.

Active

Available for both categories and sub categories. Checked by default. Indicates whether the record is available for use.

Watch this video for an understanding of the different pick lists available and the types of data they contain. If you are importing inventory or personnel data, these values need to exist in the system first.

Related Reports
Categories

See also:

subcategory subcategories

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