Back Office: Inventory - Category

Back Office: Inventory - Category

  1. Sign into the Back Office.

  2. On the left-side Navigation Panel, click Inventory then Category.


  3. 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.


    5. Active
      1. By default, the button will be set to Active and all Active Categories appear.
      2. Select Active to change to Inactive, and shows deleted Categories appear. If no deleted Categories appear, the message Category not found appears in the body of the table.


      3. Select Inactive to change back to Active. A pop-up appears which shows ‘Are you sure you want to activate this item’ with Cancel and Yes, Activate options.
        1. Yes, Activate: the ‘Adjust Inventory Reason Activated Successfully’ pop-up appears.
        2. Cancel: the pop-up will be closed.

Create New Category / Update Existing Category
  1. Click the pink + New Category button at the top-right (or click the corresponding Edit [pencil] of an existing Category).


  2. The New Category (or Update Category) pane appears.
    1. The Save / Update button is disabled by default - and will be enabled only after filling in all mandatory fields (and for updating a category, updating an existing field).

  3. Name – (Mandatory) Enter the name of the category (maximum of 25 characters).
  4. Code – Enter the code for the category (numbers and letters allowed, no maximum).
  5. Tax – Select from the dropdown (you can search to find your selection more quickly).
  6. Description – Enter details about the category (numbers and letters allowed, no maximum).
  7. Select Save to create the new Category (or Update to update the existing Category). You’re returned to the Category page, and a confirmation message appears at the top-right.
    1. Click Cancel / Close to close the pane without creating or updating the Category.


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