Table of Contents

Categories

Categories are used to group items together for easier searching and purchasing. Think of them like e-commerce website categories — you can organize items into logical groups to make them easier to find.

Also known as: Item Categories, Groups, Custom Categories

What Categories Are (and Are Not)

  • An Item can be assigned to zero, one, or many categories.
  • Categories are only used for:
    • Assisting with searching for items.
    • Grouping items together for purchasing.
  • Most common use: Grouping like items, or grouping all items needed for a specific process, part, or run.
  • Not used for reporting: Categories do not appear in reports and cannot be used to report on historical transactions or spend.
    • If you need to capture data for reporting (e.g., job number, part number, cost code), use Reporting Fields instead.

Creating and Managing Categories

  1. Navigate to the Categories module from the Dashboard.
  2. Click the plus (+) button at the bottom of the Categories list to add a new category.
  3. Enter the following details:
    • Category Name: A clear name that identifies the group.
    • Image (Optional): You can upload an image to visually represent the category.
  4. Click Add to create the category.
  5. Add items to the category either directly in the Categories module or from within the Items module.

Subcategories

  • You can create subcategories for further organization under a parent category.
  • Click the plus (+) button next to a category to add a subcategory.
  • Subcategories can have their own name, image, and assigned items.
  • Add as many levels of subcategories as needed.

Adding Items to Categories

  1. After creating a category or subcategory, click View Items.
  2. Click Add/Remove or use the plus (+) button to assign items.
  3. Use the checkboxes to select or deselect items.
  4. Click OK to save changes.

Tip: If you need more details about an item before adding it, click View to open the Items module and see its information.

FAQ

Can an item be in more than one category?

Yes. Items can be in multiple categories or no categories at all.

Are categories required?

No. Items do not have to belong to a category, but categories make searching and grouping easier.

Do categories affect purchasing or reporting?

Categories can group items for purchasing convenience, but they are not used in reporting and do not affect historical data or spend.

Can I use images for categories?

Yes. You can upload images to categories or subcategories for easier recognition.

Can I use categories to group tools needed for a specific Job?

Yes. Categories can be used to group tools needed for a specific job, making it easier to search and locate items on the kiosk. This functions like a virtual tool kit, allowing all required tools for a job to be organized together in one category.

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