Add Categories

How to… Add a Category

1. Click Material Manager - Material Configuration - Category then .
The Category edit window opens.

2. Click + in the toolbar.

3. Enter the required data on the applicable tabs.
Header
Notes, if required.

4. Save the record.

Data Fields

These data fields appear on the Category - Header tab.

Field	Setting
Code	A unique code that identifies the Category. For example “A” or “1”.
Description	A description of the Category. For example “Category A”.
Site	The Site to which the Category applies. A User with access rights to this Site can view and use this Category. Select a Site from the Lookup list.
Active	Ticked if the Category is active and available in a Lookup list.