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--- erp-manual:cloud:settings:category [2020/04/20 14:15]
krishnad
+++ erp-manual:cloud:settings:category [2024/05/01 05:23] (current)
Varun Nagrecha
@@ Line 1: / Line 1: @@
  ======= Category Management ======
-To access Setup Category go in settings and select "Setup Category" or can click on icon of Setup Category.
+ ===== 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.
- =====After the screen opens=====
-{{ erp-manual:cloud:settings:categorysearch.png?500 }}
-  * By selecting a particular category fom category master drop down a user can see the category and its details.
-  * To add select a category click on the category master and enter the first three letters of the.category that particular category will show in the drop down.
-  * To add a category detail click on add choice or press n.
-{{ erp-manual:cloud:settings:categorychoice.png?500 }}
-  * when adding the choice form the screen it choice id will come automatically, the choice name, nick name, active, code, parent choice and group info sort no should be added.
-  * To delete a particular category click on the cross button it will ask whether you want to delete the category if pressed delete it will delete that category.

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