Item Category
Module Guide: Item/Service Category
Module Location
Inventory > Item/Service > Item Category
Module Objective
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.
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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.
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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
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From the Main View, select the appropriate Category Type (e.g., RAW MATERIAL).
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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:
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Category Name: Enter a new and specific category name (e.g., 'Flour', 'Sugar', 'Oil', 'Carton Box').
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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
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This module is a preparatory step before you create a new item in the Item/Service List module.
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The categories you create here will appear as the options in the 'Category' dropdown when you register a new item.
Tips & Important Notes
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A logical and well-organized category structure will greatly simplify inventory searching and reporting in the future.
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You can create multiple levels of sub-categories for more detailed classification (for example, Raw Material -> Food Chemicals -> Food Flavoring).