Back Office: Inventory - Category

Back Office: Inventory - Category



Navigation: Sign into the Back Office. On the left-side Navigation Panel, click Inventory then Category.


The Category page appears, including the Total Value on Hand, along with a table containing the following columns:
  1. Name – Displays the category’s name.
  2. Description – Displays description of the category.
  3. Value On Hand – Displays the available amount of stock.
  4. Actions – Buttons for Edit (pencil) and Delete (trash can).
    1. Delete – The Delete pop-up including the message ‘Are you sure you want to delete this item’ appears, with Cancel and Delete options.
      1. Select Delete and the Category is sent to Inactive status with a ‘Category inactivated successfully’ confirmation message appearing.
      2. Select Cancel, and the Category is kept in Active status.

Create or Update a Category

  1. Click the + New Category button at the upper-right (or under the Actions column click the corresponding Edit [pencil] of an existing Category).



  2. On the New/Update Category pane that appears, enter the following fields:

    1. Name – (Mandatory) Enter the name of the category (maximum of 25 characters).
    2. Code – Enter the code for the category (numbers and letters allowed, no maximum).
    3. Description – Enter details about the category (numbers and letters allowed, no maximum).

  3. When ready, select Save or Update at the bottom-right. You’re returned to the Category page, and a confirmation message appears at the upper-right. If a new Category was created, it will be added as a row in the table.

    1. The Save / Update button is disabled by default - and will be enabled only after filling in all mandatory fields (and when updating a Category, editing an existing field).
    2. Click Cancel / Close to close the pane without creating or updating the Category.

Delete (Deactivate) a Category

  1. Identify the Category to be deleted, then under the Actions column click the trash can button.


  2. On the Delete pop-up that appears, select Delete to confirm deleting Category.
    1. To keep the Category as Active, click X Close or Cancel.

  3. You're returned to the main Category page, where the confirmation banner appears at the upper-right and the Category will be removed as a row in the table (deactivated).

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