Item Categories

Configuration > Items > Item Categories

Categories can be used for classifying items and creating a numbering scheme for item identifiers. Fee-related categories can be set up under Fee Categories.

1. Name - search by item category name

2. Include Inactive - check to include inactivated items in search results

3. Reset - click to reset search parameters

4. Add New Category - click to add a new Item Category
   

   1. Name - enter a category name

   2. Identifier Prefix (optional) - enter an alphanumeric prefix to be assigned to items with the selected category upon creation

   3. Identifier Suffix (optional) - enter an alphanumeric suffix to be assigned to items with the selected category upon creation

   4. Next Identifier - enter the next numeric identifier to be used for the items with the selected category upon creation

      Note: The term Next Identifier is a misnomer. The next item identifier in the category will be Next Identifier + 1.

   5. Sort Order - change sort order if needed

   6. Published - check to make the Item Category available for use when creating an item and on the item's general tab

   7. Cancel - click to return to the previous screen without saving changes

   8. Save - click to save changes

5. Name - click to sort by item category name

6. Identifier Prefix - click to sort by Identifier Prefix

7. Identifier Suffix - click to sort by Identifier Suffix

8. Published - click to sort by Published status

9. Active - click to sort by Active status

10. Pencil - click to view/edit an existing Item Category
    

    1. Name - enter a category name

    2. Identifier Prefix (optional) - enter an alphanumeric prefix to be assigned to items with the selected category upon creation

    3. Identifier Suffix (optional) - enter an alphanumeric suffix to be assigned to items with the selected category upon creation

    4. Next Identifier - enter the next numeric identifier to be used for the items with the selected category upon creation

       Note: The term Next Identifier is a misnomer. The next item identifier in the category will be Next Identifier + 1.

    5. Sort Order - change sort order if needed

    6. Published - check to make the Item Category available for use when creating an item and on the item's general

    7. Active - toggle active status

    8. Cancel - click to return to the previous screen without saving changes

    9. Save - click to save changes

11. < > - click to scroll through pages

Example Categories

• Dry

• Frozen

• Cooler

• Catering

• Paper

• Chemicals

Example Numbering Schemes

• Number Only

  • Fields

  • Identifier Prefix: None

  • Identifier Suffix: None

  • Next Identifier: 1000

  • The next item in the selected category will have an identifier of 1001.

  • Tips:

  • Choose a different first digit for each category.

  • Choose any number of digits for the Next Identifier.

• Prefix + Number

  • Fields

  • Identifier Prefix: D-

  • Identifier Suffix: None

  • Next Identifier: 2000

  • The next item in the selected category will have an identifier of D-2001.

  • Tips:

  • Choose a different prefix letter for each category.

  • Choose any number of digits for the Next Identifier.

• Number + Suffix

  • Fields

  • Identifier Prefix: None

  • Identifier Suffix: -F

  • Next Identifier: 3000

  • The next item in the selected category will have an identifier of 3001-F.

  • Tips:

  • Choose a different suffix letter or code for each category.

  • Choose any number of digits for the Next Identifier.