# 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.

- #### **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**

1. #### From the Main View, select the appropriate **Category Type** (e.g., RAW MATERIAL).
2. #### 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).