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
To add a new 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.
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 subcategories (white folder) containing items. Categories containing sub categories (black folder) will only have the option to edit the Category Name.
BU and Alerts
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 subcategory) to another within the Inventory tab screen.
Simply click the drag icon () on the item, and drag and drop it into 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 an item's inventory card: