items:item_categories

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items:item_categories [2016/03/24 12:52] – [Item categories] Gary Willettsitems:item_categories [2021/09/02 01:24] (current) – [VEN categories] Mark Glover
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-=====  Item categories ===== +{{indexmenu_n>30}} 
-{{entry>5.Items/3.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. 
 + 
 +mSupply provides 4 different categories (called category 1, category 2, category 3 and VEN) for you to use. Category 2 and 3 are normal categories but 1 is a bit special - it's hierarchical and has 3 levels (level 1, 2 and 3. Level 1 is the top level, level 3 is the bottom). VEN refers to the WHO categories of Vital, Essential and Nonessential.
  
-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. mSupply provides 4 different categories (called category 1, category 2 and category 3 and VEN for you to use. Category 2 and 3 are normal categories but 1 is a bit special - it's hierarchical and has 3 levels (level 1, 2 and 3. Level 1 is the top level, level 3 is the bottom). VEN refers to the WHO categories of Vital, Essential and Nonessential. 
 <WRAP center round important 60%> <WRAP center round important 60%>
 Be careful not to get mixed up between the levels of category 1 (1, 2, and 3) and the different categories (1, 2, 3 and VEN) themselves here! Be careful not to get mixed up between the levels of category 1 (1, 2, and 3) and the different categories (1, 2, 3 and VEN) themselves here!
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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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 **Essential** - medicines are effective against less severe but nevertheless significant forms of illness but are not absolutely vital to providing basic health care. **Essential** - medicines are effective against less severe but nevertheless significant forms of illness but are not absolutely vital to providing basic health care.
  
-**Nonessential** - medicines are used for minor or self-limited illnesses, are of questionable efficacy, or have a comparatively high cost for a marginal therapeutic advantage.+**Necessary** - this group of drugs is used for minor, or self- limiting illnesses, and those which have a comparatively high cost for additional therapeutic value. It includes drugs which are prescribed but which provide useful alternative therapy.
  
 {{ :items:ven1.png?650 |}} {{ :items:ven1.png?650 |}}
  
 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:item_cat_cat1_select.png?400 |}}+{{ :items:items_cateogory1.png?nolink |}}
  
-Note that, if the item is already assigned to a category then that category is highlighted in the list. Simply select the level 3 (bottom level) category you want to assign the item to and click on the OK button. Note that if you want to **remove** the item from all category 1 categories, select the level 3 "None" category in the list. 
  
-<WRAP center round tip 60%> +<WRAP center round info 80%> 
-You can assign an item to a category 1, 2 and 3 category at the same time.+  * 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. (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.
 </WRAP> </WRAP>
  
  
-// Previous: [[items:adding_a_new_item|Adding items]]     Next: [[items:master_lists|Items - Master lists]] //+<WRAP center round tip 80%> 
 +You can assign an item to a category 1, 2 and 3 category at the same time. 
 +</WRAP> 
 +\\ 
 +\\ 
 +|  //  Previous:  **[[items:adding_a_new_item]]** | | Next: **[[items:master_lists]]** //  |
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  • Last modified: 2016/03/24 12:52
  • by Gary Willetts