How to Create, Edit and Delete a Stock Category

How to Create, Edit and Delete a Stock Category

Overview:

Categories is a form that enables the user to maintain a type categories or group aside from the Stock Group and Class that each of your stock items belongs to. This function can be used to generate reports related to inventory.

Procedure:

How to Create Stock Category

1. In Navigation pane, go to Stock > Categories

2. In Stock Category , click Add

3. Supply the fields with data;

• Stock Category Code: This is a compulsory field with maximum of 20 alphanumeric length
• Name: This is a compulsory field which you need to indicate the name of the Stock Category
• Active: This is a function to set if an Area is still used. If an Area will not be used anymore, disable the toggle to make as Inactive.

4. Once done, click Save

How to Edit Stock Category

1. In Stock Category List View, click Code to open.

2. Apply necessary change. Once done, click Save

How to Delete Terms

1. In Stock Category List View, click Delete on the code

2. When the confirmation message prompted, click Confirm Delete

Application:

Category is now available for selection in Stock & Service Details

For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph