Working with Items
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      How to Create Categories for Items

      A Category is a method of separating and classifying your items for easy analysis of purchases.

      TABLE OF CONTENTS

      How to Create a Category


      To create a new Category:


      1. Go to Suppliers and Items → Category Management.


      2. Click the Add Category button in the top right corner.


      3. Enter the Category Name* (this field is required), and click the Save button below to add the new Category.

      To be able to choose the Category in Items, make sure it has an Active checkmark activated.

      How to Assign Categories to Items


      After creating new Categories, you can assign them to Items on the Item Management page.

      You can select and edit the Category in the Item manually or by importing or uploading the XLSX file in bulk.

      To assign the Category:

      1. Open the item in editing mode.

      2. In the Category field select the needed option.

      3. Click the Save button to apply the changes.

      How to Edit a Category


      You can edit any previously created Category in the Suppliers and Items → Category Management section.


      Editing may include the following:

      • Changing Categories Names.

      After changing the name it will be automatically updated in the Item Management.

      • Activating or deactivating them.

      Activating or Deactivating Categories


      If you want specific Categories to no longer be displayed in Items, you can deactivate them.

      If you deactivate the Category used in Items, those Items will no longer be displayed in Item Management and will not be available to add to the document.


      To Deactivate the Category:


      1. Select the needed option on the Category Management page and click Edit.


      2. Uncheck the Active toggle and click the Save button below.


      To Activate the Category back:


      1. Press the Filters button on the Category Management page and select the Active → No option. Click Filter results to see the deactivated options.


      2. Select the Category you want to reactivate and click Edit.


      3. Turn on the Inactive toggle and click the Save button below.

      After the activation, all the previously deactivated Items will be displayed in Item Management and available for adding to the document again.

      How to Restrict Items to a Particular Employee Group With Categories


      1. On the Item Management page, click the Edit Item Group Categories button.


      2. Select the needed Category and Group and click the Enable button to add the Items from the selected Group into the chosen Category.

      That way only the employees included in the Group will see these Items.