Skip to main content

Item Categories

Last updated: Thu, 27 Apr 2017 19:06:22 GMT
iOFFICE Knowledge Center

Item Categories

The Item Categories section allows you to add, edit, or remove Item Categories.

 

Note: You must have administrator privileges to perform any of these actions.

Item Categories - Main Windows

The following section describes the screens used within the Item Categories section.   

  • Item Categories

  • Add Item Category

  • Edit Item Category

Item Categories

The Item Categories screen is the main window in the Item Categories administrator function.

 

item_categories_copyadmin.png

Figure: Item Category Screen

 

The following table describes the major sections of the window.

Field Description

[add item category]

Allows you to add a new item category (opens the Add Item Category window).

Name

The name of the item category.

Track Hand Time?

Allows you to set whether or not to track the hand time. 

Items Assigned

Allows you to assign items to an item category.

Sort Order

Allows you to sort the order that your item categories are displayed.

LiveSearch?

Allows you to toggle whether or not to have the item category use LiveSearch.

Actions (edit)

Allows you to edit a specific item category.

Add Item Category - Screen

The Add Item screen allows you to add an item category. 

additemcategory_copyadmin.png

Figure: Add Item Category Screen

 

The following table describes the major sections of the window.

Field  Description

[back]

Allows you to return to the Item Category screen.

Name

Allows you to enter the name of the new Item Category.

Track Hand Time

Allows you to toggle whether to track hand time. You can choose between:

  • Yes

  • No

Use LiveSearch?

Allows you to toggle whether or not to have the item category use LiveSearch. You can choose between:

  • Yes

  • No

Tied to Sets

Allows you to toggle whether or not the item category will be tied to sets. You may choose between:

  • Yes 

  • No

Is Form

Allows you to toggle whether or not the item category is a form or not. You can choose between:

  • Yes

  • No

Adding an Item Category

If you would like to add an item category, perform the following steps.

  1. From the Item Inventory window, click the [add item category] link. The Add Item Category screen opens.

  2. Enter the name of your item category in the Name field. 

  3. Choose whether or not to include Track Hand Time.

  4. Choose whether or not to include LiveSearch? in your item category. 

 

Edit Item Category

 

edititemcategory_copyadmin.png

Figure: Edit Item Category Screen

The following table describes the major sections of the window.

Field Description

[back]

Allows you to return to the Item Category screen.

Name

Allows you to enter the name of the new Item Category.

Track Hand Time

Allows you to toggle whether to track hand time. You can choose between:

  • Yes

  • No

Use LiveSearch?

Allows you to toggle whether or not to have the item category use LiveSearch. You can choose between:

  • Yes

  • No

Tied to Sets

Allows you to toggle whether or not the item category will be tied to sets. You may choose between:

  • Yes 

  • No

Is Form

Allows you to toggle whether the item category is a form or not. You can choose between:

  • Yes

  • No

Active

Allows you to toggle whether the item category is active (able to be selected and used) or not. You can choose between:

  • Yes

  • No

Editing an Item Category

If you would like to edit an Item Category, perform the following steps:

 

  1. From the Item Inventory window (Admin>Copy>Item Categories), click the (edit) link. The Edit Item Category screen opens.

 

  1. Enter the name of your item category in the Name field. 

          - Choose whether or not to include Track Hand Time.

          - Choose whether or not to include LiveSearch? in your item category. 

          - Choose whether or not to have this item Tied to Sets.

          - Choose whether this item category is part of a Form or not.

          - Choose whether this form is Active or not.

 

  1. Click the Update button. Your item category is updated.

 

 

Related Topics

Administrative Functions Home

Copy Home