Item Categories | Invoicing software for Small Business

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CATEGORY IN ACCOXI:

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.

Key features:

All the created categories can be viewed in a single window
Can filter the categories according to its active and inactive status
Easy creation of category without going through deep procedures.

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

Filter of category search can be done in two ways- either you can directly enter the category name/ number into the search bar near filter option or by clicking the filter drop down, user can filter the data by entering the category name and number. Also it can be done by selecting category status which is active/inactive.

2.NEW

A new category can be created by clicking on the new category option.

Steps to add a NEW CATEGORY:

Select inventory module and click in category option
And select the new category button and it will redirect the user to new category form
In that, enter category name as well as number and set the status of the category
Click Save

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.

Frequently Asked Questions?

01How to export the Category data?

Go to Inventory Module-Category
Click on Export option at the top right corner of the page
Warning message related to Export appears, click on Ok button.
Choose the File Destination
Click on Save

02How to inactive a Category?

Inventory Module-Group
Select the required data in edit mode
Untick the checkbox against active option and Save the Group form

03How to delete a Category?

You cannot delete Category data once created. It can only be edited.

04How to edit a data related to Category?

Inventory Module-Category
Select the required Category data in edit
Make necessary changes
Click on save button.

05How to add a new Category?

Go to Inventory Module-Category
Click on New Category.
Enter “Category Name” and “Category No”
Select the check box near to “Active” option if the Category is active.
Click on Save