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ITEM CLASS CATEGORIES AND ITEM CLASS


Item Class Categories

A user must add an Item Class Category before creating an Item Class. Item Classes are primarily used for filtering Delivery & Status Reports and Assembly Reporting in Item Management.

Adding an Item Class Category:

  1. Click on the gears icon in the top right corner to open Settings and select Item Class Categories.

  2. Click the Add button.

  3. Enter the Category and Code.

  4. Click Save.

Figure 1: Item Class Categories

Figure 2: Adding an Item Class Category

Item Class

Adding an Item Class:

  1. Click on the gears icon in the top right corner to open Settings and select Item Class.

  2. Click the Add button.

  3. Select a Category and enter the Item Class. Toggle on the Default for Item Classes if applicable.

  4. Click Save.

Multiple Item Classes can be added to each Item Class Category.

Figure 3: Item Class

Figure 4: Adding an Item Class

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