If a category you wish to delete contains items that have been used on purchase orders, tasks, invoices or credit notes, those items will be set to 'ad-hoc' and all stock history for the items will be removed.
Category Deletions are Permanent
When you click Delete Category on a category that contains inventory items or sub-categories, AroFlo will ask you for two separate confirmations. This is because deleting a category / sub-category and its items is permanent.
Once you've clicked OK / Yes on these two separate confirmations, the category and its items will be gone for good.
To delete an inventory category or sub-category and its contents:
Hover over a category until you see:
Click the button.
Click OK > OK / Yes to confirm that you want to delete the category and its items.
Edit category settings
You can quickly update common settings such as pricing, allocations, tracking centres and stock alert levels on all items within a category.
Hover over an existing category until you see:
You can edit the Category Nameor merge this category into another selected category.
Click Edit Settings to see more settings.
Update pricing settings as required. Refer to Pricing for details on using Simple or Detailed pricing.
Click BU and Alerts to update stock alert levels, allocations and/or material tracking centres.
The Edit Settings section is not a default settings area. Any changes you make here will update all existing items and are not applied to any new items added to the category afterwards.
Merging a category into another cannot be reversed. Please use caution when selecting the category to merge and ensure you have selected the correct one.
Inventory items can easily be moved from one category (or sub-category) to another within the Inventory tab screen.
Simply click the icon on the item, and drag and drop it onto its new category.
Please note you cannot move inventory items to a top level Category if Sub-Categories exist.
Categories and sub-categories can also be moved using the drag and drop method.
Alternatively, you can update the category on the inventory card.