Category List

Category List

Info
Module: Inventory 
Path: Products > Inventory > Category List
Topic: Category List 
Version(s): Version 5.1 and up  
Editions: All Editions 

What Are Category List

The values that are defaulted in the system will display when creating an inventory item.  The ability to associate a category with an inventory item is a section that could potentially be used for inventory reports.
Alert
Currently it does not have functionality other than a descriptive category of an item.

Making The Connection

Where Will I See This Within OLX?

On the inventory item and some reports.

What Reports Can Be Pulled?

  1. Inventory Item List Report Definitions
  2. Inventory Item Location Report Definitions

What Imports/Exports Relate to Category List

  1. there are no imports/exports at this time that handle

Trouble Shooting



Setup

Products > Inventory > Category List


Tool Bar

Utilizing the buttons on the tool bar  you can: 
Go back to the previous screen 
Add new 
Print 
Minimize module 

Filter

You can use the filter options to narrow down the displayed selections.

  1. Client
  2. Code
  3. Description
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
To show inactive accounts in the displayed records check Show Inactive 
You can set the number of records to be displayed 

Add New

  1. To copy an existing record, click on the copy button next to the record you want to copy.
  2. To edit an existing record, click on the edit pencil next to the record you wish to edit.
  3. To add a new record, click on the Add New button in the blue module bar.
    1. A new window will pop up.

  1. Select the Client
  2. Enter the code for the category.
  3. Enter a description of the category.

* To save the changes click the Save button .
* To cancel any of the current changes you have made, click the Cancel button .
      This will close the window without saving any changes.
* To apply the current changes you have made, click the Apply button .
* To print the current window, click the Print button .
* To delete the selection, click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking OK will delete the selected item and close the window.
Copyright 2019
Revised 3.12.2025

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