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Inventory Management: Manage Item Types

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Categories

Mirroring the Inventory List tab, this tab also displays categories as clickable tabs. Click the Manage Categories option to add a new Category or edit existing Categories.

To add and edit your categories, click the Manage Categories option.

That will open the following page, where you can use the action menu to create new categories.

Use the other action menus to rename or delete the corresponding category.

A Category cannot be renamed or deleted if items are assigned to it.

Item Types

This section is geared toward managing the organizational structure of the inventory itself. Users can view and adjust item types under each category to maintain consistency and order in the inventory system.

This page displays information about Item Types to review their intended use. It includes the following columns:

  • Description: The Item Type description, if one was added.

  • Photo: Small preview image of the item, if one was added.

  • Has Size: A check mark if Sizes were enabled.

  • Reusable: A check mark if the Item Type is reusable.

  • For Associates: A check mark if this Item Type can be assigned to Associates.

  • For Vehicles: A check mark if this Item Type can be assigned to Vehicles.

  • Item Type Status: Enabled or Disabled.

Use the action menus to:

  • View and edit

  • Add a new item

  • Enable/Disable

  • Delete

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