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
(Add New Inventory Item). - Enter the category name.
Click Save.
Add a sub-category
Sub-categories can only be created against categories that do not have any inventory items in them.
- Hover over an existing category until you see:
- Click
- Name the category.
- Click 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 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.
- Hover over an existing category until you see:
Click
- You can edit the Category Name or 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.
- Save.
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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
Change category
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.
Categories and sub-categories can also be moved using the drag and drop method.
Alternatively, you can update the category on the inventory card.
