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CATEGORY IN ACCOXI:

Category in ACCOXI is used to enter the category of a product. Users can categorize the product according to category name and number. It can be created and viewed from the Inventory Module of the ACCOXI.

How to Add Product Categories?

The Inventory and Software division of Accoxi takes care of managing the various categories in the Billing and Inventory segment. The categories can be added, deleted, and edited based on the discretion of the user, and managing the categories in this efficient Billing and Inventory software wins your accounting games hands down.

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 the category search window helps the user to filter the category

The filter of category search can be done in two ways- either you can directly enter the category name/ number into the search bar near the filter option or by clicking the filter drop-down, the user can filter the data by entering the category name and number. Also, it can be done by selecting the 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 the inventory module and click on the category option
And select the new category button and it will redirect the user to the new category form
In that, enter the category name as well as the number and set the status of the category
Click Save

DATA AVAILABLE IN THE 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.	The category number of the category created is displayed in this section
PRIORITY	Priority is set up in E-commerce use to prioritize the categories shown on the website. users can drag the categories to set and change the priority
STATUS	The status of the category is shown in here i.e. active or inactive

DATA AVAILABLE IN THE CATEGORY CREATION TABLE

FIELD	DESCRIPTION
CATEGORY NAME	The name of the category created is shown in this column
CATEGORY CODE	The category number of the category created is displayed in this section
ACTIVE	The status of the category is shown here i.e. active or inactive
CATEGORY PHOTO	Upload a photo of the required category.

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 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 the 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 the page number in the box and clicking on the Go button, the user can jump to the entered page.

8. Exit

Below the pagination control, there is an 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

Item Categories in Accoxi