Categories - Edit a Category

Inventory

A part category is a way of classifying a part when dealing with inventory.

You may be required to edit the category details or edit the Site Warehouse and Bin Default settings for a category.

For example, a category Class may need to be updated or a category may need to be removed from a particular Bin, Warehouse or Site.

Ribbon Access: Inventory > Categories

The Category Listing screen will display.
The data grid will contain a list of all the categories currently on the system.

Select Category

Select the row of the category where you wish to make changes.
Click on Edit.

Edit Category Details

The Edit Category screen will open.
Make changes to the category details in this screen, as required.
In this example, the Description field is to be updated.

To edit the Description field, delete over or type information directly into the text box.
In this example, the Description has been updated to include the text 'and Machinery'.
To edit the Type, Class or Category information, click on the drop-down arrow in the relevant field and make your selection from the displayed list.

Note: See Add a Category for more information on selecting information in these fields.

Edit Category Defaults

Make changes to the category Defaults in this screen, as required.

Unlink Site Warehouse

In this example; the Kwa-Zulu Natal Site warehouse and KZ Receiving Bin are no longer to be linked to this category.
The check box in this row will be deselected.

The Kwa-Zulu Natal site warehouse and KZ Receiving Bin have been deselected.
This category will no longer be linked to this warehouse.

Edit Warehouse

To edit a warehouse within a site, click in the WhseName field of the selected site.
In this example, the KZ Construction warehouse is selected to be edited.
An ellipsis button will display, click on this button.

The Select the default warehouse for this part screen will pop up.
Select the row of the warehouse you wish to link to the part category.
Click on Ok.

The selected warehouse will populate the WhseName field.
Note that the original Bin Name linked to the previous warehouse has been auto-erased from the field.

Edit Bin

To edit a bin within a warehouse, click in the BinName field of the selected warehouse.
In this example, the Eastern Cape warehouse Bin is selected to be edited.
An ellipsis button will display, click on this button.
The Select the default bin for this part warehouse combination screen will pop up.
Select the row of bin you wish to link to the selected warehouse.
Click on Ok.

The selected bin will populate the BinName field.

Note: If there is only 1 bin linked to a warehouse then the name of that 1 bin will auto populate the Bin Name field as you click on the ellipsis button, the 'Select....' screen will not pop up.

Save Changes

When you have finished editing the category information, click on Save.

View Edited Details

You will return to the Category Listing screen.
The data grid will update to show the changes made to the category details.

Note: You may need to Refresh your screen

For more comprehensive information, you will need to navigate to the View Category screen.