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 |
Add a sub-category |
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To add a new category:
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Sub-categories can only be created against categories that do not have any inventory items in them. My category has items in itIf the primary category already contains items, simply create a new category using the
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(plus button).
(green disk) to save.
(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. 
(green plus button).
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.
Show this
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
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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 subcategories
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Pricing BU and Alerts |
(white folder) containing items. Categories containing sub categories
(black folder) will only have the option to edit the Category Name.
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.
Change category
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Inventory items can easily be moved from one category (or subcategory) to another within the Inventory tab screen.
Simply click the drag icon ( 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. Show me |
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) on the item, and drag and drop it into its new category.Alternatively, you can update the category on an item's inventory card:
