items:item_categories

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items:item_categories [2019/08/28 05:04] louitems:item_categories [2021/09/02 01:24] (current) – [VEN categories] Mark Glover
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-===== 4.03. Item categories =====+====== 4.03. Item categories ======
  
 Item categories are a great way of grouping your items. This enables you, for example, to report on specific groups of products by filtering by item category. This can be extremely helpful. Item categories are a great way of grouping your items. This enables you, for example, to report on specific groups of products by filtering by item category. This can be extremely helpful.
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 If you double click on a category in the list you will also be taken to the edit category window where you can edit the category's name, see which items have been assigned to the category, delete the category (click on the //Delete// button). If you double click on a category in the list you will also be taken to the edit category window where you can edit the category's name, see which items have been assigned to the category, delete the category (click on the //Delete// button).
-==== VEN Categories ====+==== VEN category ====
  
 +Refer [[items:item_basics:tab_general#ven_category|VEN category]]
 +
 +/*
 mSupply allows you to categorise items according to the World Health Organisation categories of: mSupply allows you to categorise items according to the World Health Organisation categories of:
  
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 You can use these categories to make purchasing decisions using reports such as the [[reports:items_and_stock|Suggest Order Quantities]] report. You can use these categories to make purchasing decisions using reports such as the [[reports:items_and_stock|Suggest Order Quantities]] report.
 +*/
 ==== Assigning items to categories ==== ==== Assigning items to categories ====
 Once you have set up the categories, all items can be assigned to their appropriate category. This is performed on the //Item details// window under the //General// tab (get here from File > Show items, click on the //Find// button and double click on the item you want to add to a category): Once you have set up the categories, all items can be assigned to their appropriate category. This is performed on the //Item details// window under the //General// tab (get here from File > Show items, click on the //Find// button and double click on the item you want to add to a category):
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 To assign the item to a category 1 category click on the magnifying glass next to the //Category// box. The following window will open: To assign the item to a category 1 category click on the magnifying glass next to the //Category// box. The following window will open:
  
-{{ :items:dtls.jpg |}}+{{ :items:items_cateogory1.png?nolink |}} 
  
 <WRAP center round info 80%> <WRAP center round info 80%>
   * If the item is already assigned to a category then that category is highlighted in the list   * If the item is already assigned to a category then that category is highlighted in the list
-  * If you want to change the item's category, simply select the level 3 (bottom level) category you want to assign the item to, and click on the OK button+  * If you want to change the item's category, simply select the level 3 (bottom level) category you want to assign the item to, and click on the OK button. (You will be alerted if you attempt to select a higher-level category.)
   * If you want to //remove// the item from all category 1 categories, select the level 3 "None" category in the list.   * If you want to //remove// the item from all category 1 categories, select the level 3 "None" category in the list.
 </WRAP> </WRAP>
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-|  //  Previous:  **[[items:adding_a_new_item|4.2. Adding a new item]]** | | Next: **[[items:master_lists|4.4. Item master lists]]** //  |+|  //  Previous:  **[[items:adding_a_new_item]]** | | Next: **[[items:master_lists]]** //  |
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 +pagestatus.status    : 
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  • Last modified: 2019/08/28 05:04
  • by lou