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Item Category Setup

The Item Category setup is the fourth step in the Onboard Process. Item categories help organize items into logical groups for easier management, filtering, and reporting.

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Steps to Create an Item Category​

1. Navigate to the Item Category Module​

  • From the Onboard Process panel, click on Item Category.
  • You will be redirected to the Item Category Management screen.

2. Click the "Add New" Button​

  • Click the Add New button to open the Item Category Creation Dialog.

3. Fill in the Category Details​

FieldDescription
Category NameEnter a clear and unique name for the item category (e.g., "Electronics")
Category CodeProvide a short, unique code (e.g., "ELEC")
Active StatusSelect whether the category should be active or inactive
Description(Optional) Add any relevant details or notes about the category

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4. Save the Category​

  • After filling out the form, click the Save button.
  • On success, a message will appear:
    ITEM CATEGORY CREATED SUCCESSFULLY

Onboard Checklist Update​

  • Once at least one item category is created:
    • The Item Category step in the Onboard Process will be automatically marked as Completed.
    • You can then proceed to the next step in the checklist (Item Setup).

Notes​

  • Category codes and names must be unique.
  • Inactive categories will not be available for selection when creating or managing items.
  • Descriptions are optional but recommended for better clarity in large systems.