Categories

A category is a label you use to group similar items together. Categories make it much easier to search, filter, and report on your inventory, for example seeing all your “Fasteners” or “Safety Equipment” at once.

Before you begin

• You need a role that allows managing categories. If New is missing, ask your administrator to check your role.
• Categories are assigned to items on the item’s own details page; creating a category here just makes it available to choose there.

View your categories

Open Lookups → Categories to see every category you’ve created. Click one to open and edit it.

Add a category

1. From the Categories list, click New.
2. Enter a Category name, keeping it short and descriptive.
3. Click Save.

Edit a category

1. Open the category from the list.
2. Change its name.
3. Click Save.

Once a category exists, you can assign items to it on the item’s details, and then filter and group by category throughout the app.

Tip

A handful of broad categories usually works better than dozens of narrow ones. Start simple: you can always add more as your catalog grows.

Troubleshooting

• I renamed a category; did it change on my items? Yes. Items reference the category record, so a rename flows through everywhere the category is used. That’s usually what you want, but rename with care if the category is widely assigned.
• I can’t delete a category. A category that’s still assigned to items generally can’t be removed. Reassign those items to another category first, or leave the category in place and simply stop using it.

Related

• Creating an item — assign a category to an item
• Viewing items — filter and group by category
• Lookups overview