Item Categories
Overview
Items can be grouped into Categories for reporting and management purposes. In addition, Subcategories can be created to further divide the categories.
When an item is created, the tabs that must be completed are determined by the Category Settings.
List and Edit View
Info
Categories are viewed and edited from the same screen.
Buttons Explained
| Button | Description |
|---|---|
| New | Inserts a line at the bottom of the table for completion. |
| Save | Saves any changes. |
| Menu |
|
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | A system-generated number allocated to the category. |
| RID | A system-generated number allocated to the category. |
| Name | The name of the category. / A field to type a name for the category. |
| Class | The Class selected for the category. / A dropdown list of classes to select one. |
| Caption: Costing | The caption for the costing. / A field to type a heading that will appear in the costing. |
| Costing Variables | A checkbox. If checked, the category contains Costing Variables. |
| Markup Alert | The default markup / A field for you to type a default percentage. If the markup is less than this percentage, a warning is displayed. |
| Menu (...) | A submenu with the following options:
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