erp-manual:cloud:settings:category
Table of Contents
Category Management
Overview
This screen shows the categories added in the system and their details.
Category management consists of two parts -
- Category Master: Category Master shows the list of categories in the system
- Category Details: Category Details shows the list of choices for all the categories. The user can add/edit category details from this screen.
Add Category Detail
Category detail can be added using following steps:
- In Category Master Tab click on + button in the Add Choice column of the Category for which choice is to be added. A popup is opened.
- Provide name of the choice, Nick Name, Category Code, Parent, Group Code, Style Attribute and Sort No
- After the information that is required is keyed in, click on the Confirm button to close the popup.
Note: Category Details cannot be added for categories that are marked ReadOnly.
Edit Category Detail
Category detail can be edited using following steps:
- In Category Details Tab click on edit button in the Edit Choice column of the choice that is to edited. A popup is opened.
- Provide name of the choice, Nick Name, Category Code, Parent, Group Code, Style Attribute and Sort No
- After the information that is required is keyed in, click on the Confirm button to close the popup.
Remove Category Detail
Category detail can be remove using following steps:
- In Category Details Tab click on edit button in the Edit Choice column of the choice that is to removed. A popup is opened.
- Close the Is Active button to set the category detail as Inactive.
- Click on the Confirm button to close the popup.
The user will not be able to use the choices that are set Inactive.
erp-manual/cloud/settings/category.txt · Last modified: by 127.0.0.1
