Categories can be used for subdividing or grouping materials. I.e. if you have materials of different variants or materials that can be in different states.
As an example a material named “Screws” has a category named “Type”, in order to be able to specify the type of the screws. Thus the total inventory of the screws or the inventory for a certain type of screws could be viewed.
The category could also be a status where the values for instance could be “Quarantine”, “Discarded” or “Released”.
It is possible to assign up to three categories to a material in order to combine the categories. As an example the first category could be a “Color” (red, green, blue etc.). The second category could be “Shade” and the values for instance “Dark”, “Normal” and “Light”. Thus it’s possible to specify both the color and the shade on a paint transaction.
The window to manage categories is opened by the menu Master data->Material selecting the tab Categories.
- Click the + button to create a category. Specify a name and a type and click Ok. Only String type categories are supported.
- Still with the category row selected, next click the + button to add possible values of the category. The values supplied here, will be what values the user can choose between. Provide color, value and optional description for each Category value.
Assign a category to a material in the Material transaction window by adding the relevant categories and category value columns to the material transaction table.
Categories are used on material graphs. I.e. in order to see the inventory of a category right click on the graph and select the category and value.
Categories may also be selected as a column on reports.
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