Item Categories Tutorial

💡These tutorials explain how to create and edit Item Categories, their subcategories, notes, classes and default tabs.

How to Create a Category#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Categories.
3. Click New (button).
4. A new record is created at the bottom of the list. Fill in the details as follows:
   1. Name = Enter in a name for the category.
   2. Class = Select a class from the dropdown list of classes.
   3. Caption: Costing = Enter a caption to be used for costing.
   4. Costing Variables = Check the box if the category is used for costing variables.
   5. Markup Alert = Enter an amount for the percentage markup. Any markup below that percentage creates an alert.

How to Edit a Category#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Categories.
3. Change any of the fields as needed (see How to Create a Category above for more information).
4. Click Save (button).

How to Create or Edit a Subcategory#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Categories.
3. Right-click the Category you want to create Subcategories for and select Edit Subcategory Lookup List.
4. Type the subcategories one per line.
5. Click OK (button).

How to Create or Edit a Note#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Categories.
3. Right-click the applicable Category and select Edit Note.
4. Enter the Note.
5. Click Save (button).
6. Click Close (button).

How to Change the Class#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Categories.
3. Right-click the applicable Category and select Change Class.
4. Read the disclaimer on the popup (all user-defined fields are lost) and decided if you want to continue.
5. The Category's Class field becomes editable. Select a new Class from the dropdown list.

How to Set Default Tabs for Categories#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Categories.
3. Right-click the applicable Category and select Set Default Tabs.
4. Check the checkboxes if the tabs must be included for the specific category. The available tabs are:
   • Image & Specs
   • Units
   • Costing & Pricing
   • Inventory
   • Estimating
   • Event
   • Accounting
   • Price History
   • Costing
   • Attachments
   • Dependencies
5. Click anywhere outside of the list to close the list.
6. Right-click the applicable Category and select Update all the Visible Tabs in the selected Category.
7. Confirm that you want to update the tabs on the popup.

How to Enable / Disable Fields#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Categories.
3. Right-click the applicable Category and select Enable Fields.
4. Check the checkboxes if the fields must be included for the specific category. The available fields are:
   1. Make and Model
   2. Reference
   3. Entities
   4. Tracking
   5. Customer
   6. Supplier

How to Delete a Category#

1. Navigate to Items.
2. Click Menu (button) > Edit Categories.
3. Right-click the Category you want to delete and select Delete.
4. Confirm that you want to delete the category.