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Categories

Process Objective#

Categories enables you to group assets based on its category.

Overview#

Categories help you organize your items. Some example categories might be "Desktops", "Laptops", "Mobile Phones", "Tablets", and so on, but you can use categories any way that makes sense for you. You can also add EULA for certain category.

Features and Functionality#

Here is the Categories interface:



Create New Categories#

You can create new category.

STEPS

  1. Press the Create New button on the top right corner of the tab.

   Here is the Create Category interface:



  1. Enter the category name.
  2. Select type. There are 5 types of category, they are accessory, asset, consumable, component, and license.
  3. Enter category EULA (End User License Agreement).
  4. Check the checkboxes as you need. You can click the blue colored word to see the explanation of primary default EULA.
  5. Upload image. Click the Select Image button, then select the images you want to upload from your local. See the instruction before uploading.
  1. Click Save button to finish your record.
  2. Click Cancel button to cancel your record.
  3. Click Back button to go back to the previous page.

Update Categories#

You can update your categories record by clicking the update button in action column. The steps are the same with create new category.



Export#

You can export categories records to CSV, MS-Excel, MS-Word, TXT, JSON, XML, and PDF by clicking the export icon, then select export format.



Set Column to Display#

There are 10 columns in categories tab. You can select what columns to display here by clicking the column icon, then checklist the columns.



Refresh#

Click the refresh icon, and your record will be refreshed.



Search Categories#

You can search your categories record by typing in search field beside refresh icon. The system will automatically show the result. Click the close icon next to search field to cancel your search.



Delete Categories#

You can delete categories record by simply clicking the delete icon in action column.



Note : The categories cannot be deleted if it's used by any type of categories.

Set Row to Display#

Set row to display feature will automatically appear when the number of records in a page is more than 10.



  1. Click the row number button, and choose the following 3 choices: 10 per page, 20 per page, and 30 per page.
  2. The blue numbered box displays your current page. Click any available button to access the other rows.

Error Message#

  1. This is required field.


To save the record, you must fill the required field.

  1. Accepted filetypes are jpg, webp, png, gif, and svg. Max upload size allowed is 8M. Upload is file size MB.


Your uploaded image is too large. Upload image with 8 MB size or below.