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erp-manual:cloud:settings:category

Category Management

Overview

This screen shows the categories added in the system and their details.

Category management consists of two parts -

  • Category Master: Category Master shows the list of categories in the system
  • Category Details: Category Details shows the list of choices for all the categories. The user can add/edit category details from this screen.

Add Category Detail

Category detail can be added using following steps:

  • In Category Master Tab click on + button in the Add Choice column of the Category for which choice is to be added. A popup is opened.
  • Provide name of the choice, Nick Name, Category Code, Parent, Group Code, Style Attribute and Sort No
  • After the information that is required is keyed in, click on the Confirm button to close the popup.

Note: Category Details cannot be added for categories that are marked ReadOnly.

Edit Category Detail

Category detail can be edited using following steps:

  • In Category Details Tab click on edit button in the Edit Choice column of the choice that is to edited. A popup is opened.
  • Provide name of the choice, Nick Name, Category Code, Parent, Group Code, Style Attribute and Sort No
  • After the information that is required is keyed in, click on the Confirm button to close the popup.

Remove Category Detail

Category detail can be remove using following steps:

  • In Category Details Tab click on edit button in the Edit Choice column of the choice that is to removed. A popup is opened.
  • Close the Is Active button to set the category detail as Inactive.
  • Click on the Confirm button to close the popup.

The user will not be able to use the choices that are set Inactive.

erp-manual/cloud/settings/category.txt · Last modified: 2024/05/01 05:23 by Varun Nagrecha