Categories allow you to add similar items together and add attributes common to those items. An example of this would be a company that has both CNC machines and Saws. They may create a category called CNC Machines and another category called Saws.
The Category Dashboard #
The Category Dashboard is accessible from the Admin Console by clicking on Categories
From the category dashboard you can either create a new category, view, edit or delete an existing category
Create a new category #
To create a new category click the “New Category” button, type in the name of the category and then “Save”
Add Category Fields #
Category Fields allow you to gather additional information for each item in that category. For example you may want to capture the Make and Model of a piece of equipment or the serial number and warranty information. Category fields are fully customizable and you can add as many as you want.
Make a Field required #
Some custom fields you may want filled in every time, if so just check the box.
Custom Fields in Item Setup #
Great job, now you can fill in your custom fields during item setup
