User can categorize the product according to category name and number.
Category in ACCOXI is used to enter the category of a product. User can categorize the product according to category name and number. It can be created and viewed from Inventory Module of the ACCOXI.
OPTIONS AVAILABLE IN CATEGORY MENU:
By clicking inventory module and selecting CATEGORY menu user will be redirected to a category window where the user will be able to view all the categories created for the products.
1.FILTER
The filter option in category search window helps the user to filter the category
2.NEW
A new category can be created by clicking on the new category option.
Steps to add a NEW CATEGORY:
FIELDS |
DESCRIPTION |
Category name |
To enter the name of the Category |
Category number |
To enter the number of the Category |
Active |
To activate or deactivate the Category status |
# |
Shows the serial number of the data in the table |
Category name in table |
Shows names of previously entered Category |
Category number in table |
Shows number of previously entered Category |
Status |
Shows status of previously entered Category data |
Edit |
Can be used to edit previously entered Category data |
Color filter |
Shows inactive Category in red color so user can easily identify active and inactive Category. |
Pagination Control |
It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. And by giving page number in the box and clicking on Go button, user can jump to the said page. |
Save |
To save the new Category created, save button can be used |
Cancel |
To cancel the data entered in new Category window |
Exit |
This button exits from whole Category window. |
DATA AVAILABLE IN CATEGORY SEARCH TABLE
FIELD |
DESCRIPTION |
# |
The serial number of the data in the table is displayed here |
CATEGORY NAME |
The name of the category created is shown in this column |
CATEGORY NO. |
Category number of the category created is displayed in this section |
STATUS |
The status of the category is shown in here i.e. active or inactive |
3.REFRESH
If your latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.
4.EXPORT
The Category list can be exported to Excel format. Click on the Export button at the top right corner near the +New button. Select the file location and click Save.
5.COLOUR FILTER
The inactive Category will be appear in the search in red color.
6.Edit
To edit the Category data this option can be easily accessed and it will redirect the user to change the Category name column.ser can update Category name, number and status of the Category
7.Pagination Control
It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. By giving page number in the box and clicking on Go button, user can jump to the entered page.
8.Exit
Below the pagination control, there is exit button. If you want to exit the Category search page click on exit button.
You cannot delete Category data once created. It can only be edited.