Manage Categories

Categories are used to organise your inventory and make it easier for users to find the items they need. You can create as many categories as required, including sub-categories.

Add a category

To add a new category:

On the Inventory tab, click (plus button).
Enter the category name.
Click (green disk) to save.

Add a sub-category

Sub-categories can only be created against categories that do not have any inventory items in them.

My category has items in it

If the primary category already contains items, simply create a new category using the (plus button) and then drag your category containing items over the one you've just created. The newly-created category will become the primary category and the category containing items, a sub-category.

Hover over an existing category until you see:
Click (green plus button).
Name the category.
Click (green disk) to save.

Delete an inventory category

You can delete inventory categories, including those with items in them or with sub-categories, as long as:

all items in the category are linked to the current business unit
no items are linked to any Task-Specific Lists, Assemblies or Schedules of Rates.

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.

Sub categories containing items only

The below will only work for sub categories (white folder) containing items. Categories containing sub categories(black folder) will only have the option to edit the Category Name.

Hover over an existing category until you see:
Click
Edit the Category Name if necessary, or click Edit Settings to access more settings, e.g. merge this category into another selected category.
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.
Save.

Edit Settings

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.

Warning

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.