Inventory Category screen

Use the Inventory Category screen to manage item categories and track inventory levels within the software. On this screen, you can create, modify, and organize different categories of items that are important for inventory management. Categories are created at the chain level. For example, if Furniture is added as a category, all properties within the chain can access and view it.

Fields on the Inventory Category screen

Field	Description	Notes
Select Item Category controls
	Select the property for the category.
Filter	Click the filter to view active or inactive items.	Clicking Filter activates the status field, allowing you to search for active or inactive categories.
	Search the name of the category as required.
	Add category to create new item category. Clicking Add Category opens the Add Category dialog box. Available fields include: Name—Name of the category Description—Description of the category.
Refresh	Reload the inventory category screen to view the most up-to-date information.
Name	Name of the category
Items Linked	Number of items linked to that category added for the specific property.
Stock in Hand	Total number of items in the selected category.
Status	Displays whether the category is active or inactive.	Changing the category status from active to inactive will make the specific category unavailable when adding an item in inventory management.
Action	Once the category is added you can see the following actions: Edit ( )—Edit the category Clicking Edit opens the Update Category dialog box. Available fields include: Name—Update the name of the category. Description—Update the description of the category. Status—Updates the status of the category as active/inactive. Delete ( )—Delete the category.
Expand	Select Expand to view the items that are added to the property, including their details and current status.