Categories File
Program Navigation : Centres | Categories

Section Description

The Category file represents stock categories used to group stock items once they are assigned to a centre. Categories can have codes of up to four characters long.

Steps

 

To get to the Category File
To get to the Category file, select the Centre menu and select Category.

 

Adding a Category
To add a new category:
  1. Click on the New button on the database navigator. All of the data fields will become blank.
  2. Enter a Category Code. The code can be up to four characters long.
  3. Enter a description.
  4. Enter the budget for that category.
  5. Click on the Save button to save changes. Clicking Cancel will cancel all changes.

 

Editing a Category
To edit an existing category:
  1. Find the required category by using List or Search (see Searching (Lookups)).
  2. Alter any of the Category Code, Description or Budget fields. Be careful with altering the code as any items assigned to the old code will be 'orphaned'.
  3. Click on the Save button to save changes. Clicking Cancel will cancel all changes.

 

Deleting a Category
To delete an existing category:
  1. Find the required category by using List or Search (see Searching (Lookups)). Be careful, as if items have been assigned to this category, they will now be 'orphaned' if you delete it.
  2. Click on the Delete button to delete the record.
  3. Click OK when asked if you want to delete the record.

 

Reports
To view the category reports, click on the Reports tab located at the bottom left of the screen. The Category file provides 1 report:
  1. Category Listing: This report displays a list of all categories. To generate the report, select Category Listing then click on Preview or Print.

 

Copyright 2000© LanWest Pty Ltd
Last Modified : February 28, 2002 3:05 PM

 
 

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