The Item/Service Category module serves as the master data hub for creating and managing the hierarchical structure of all item categories and sub-categories. The categorization created here will be used to classify each item in the Item/Service List module, which is crucial for simplifying searching, filtering, and reporting processes.
1. Main View (Category Structure)
The main page of this module displays a tree view of all the categories and sub-categories that you have defined.
View Explanation
This page is for viewing and managing the category hierarchy.
Item/Service Category Type Filter: Use this dropdown to switch between the main category types, such as RAW MATERIAL (in the example), FINISHED GOODS, PACKAGING MATERIALS, etc.
Add Group: Use the >> Add Group << link to create a new category or sub-category.
2. Steps to Create a New Category
Step 1: Start Category Creation
From the Main View, select the appropriate Category Type (e.g., RAW MATERIAL).
Click the >> Add Group << link to open the Add Group form.
Step 2: Fill in Category Details
On the form that appears, fill in the required details:
Category Name: Enter a new and specific category name (e.g., 'Flour', 'Sugar', 'Oil', 'Carton Box').
You can also fill in other data such as Usage Life or Procurement Lead Time if relevant for that category.
Step 3: Save the Category
After all data is filled in, click the [Save] button to add the new category to the structure.
Workflow & Integrated Business Process
This module is a preparatory step before you create a new item in the Item/Service List module.
The categories you create here will appear as the options in the 'Category' dropdown when you register a new item.
Tips & Important Notes
A logical and well-organized category structure will greatly simplify inventory searching and reporting in the future.
You can create multiple levels of sub-categories for more detailed classification (for example, Raw Material -> Food Chemicals -> Food Flavoring).
No comments to display
No comments to display