How do I add/remove categories?

Set up, modify, or delete categories.

A category is a class, group, or classification that you will use to sort inventory in the Materials Management application. For example, some commonly used categories are building supplies, durable goods, furniture, machinery, office supplies, and so on. You can report inventory by category in Inquiry and on reports.

Contents

Adding a new category
Changing a category name
Changing a category description
Remove a category

Adding a new category

1. Open Connect Materials Management > Organization > Categories.

2. Click New (CTRL+N).

New button

3. Enter a category, description, and abbreviated description.

Category, Description, Abbreviated Description in Categories

4. Click Save (CTRL+S).

The category is saved.

Updated 17Jan2018

Changing a category name

The Category field is a primary field in the Materials Management application. The gray background means that the Category field is a restricted field.

Gray Background of a Restricted Field

You can make changes to this field by clicking the Restricted Fields button. A password may be required.

Restricted Fields button

Updated 17Jan2018

Changing a category description

Unlike the category name which is a primary field, the category description and abbreviated description are subordinate fields. You can change a category's description and abbreviated description even when transactions that reference the category exist.

Do this...

1. Open Connect Materials Management > Organization > Categories.

2. Enter a category name in the Lookup bar, and the press Enter.

3. Now, edit the Description and Abbreviated Description fields.

4. Click Save (CTRL+S).

The category is updated.

Remove a category

Important! If the category has been used in a transaction, for example, to issue, receive, or return, inventory then the category cannot be deleted.

Do this...

1. Open Connect Materials Management > Organization > Categories.

2. Enter a category name in the Lookup bar.

3. Click Delete (CTRL+D).

Delete Record button

The category is deleted.

Updated 17Jan2018