Categories

The Categories area, located within the General section of System, allows users to create Categories that are then assigned to Materials.

The Categories area includes a Quick Search feature that allows users to search by Category name.

To create a new Category, the user can select the + New button located in the top-right corner. The system will automatically navigate to a new Category record and open it on the Category Details page, where the user can enter a Name for the Category.

A Category can be edited at any time by selecting the relevant record from the table, entering Edit mode, and updating the Name field.

To delete a Category, the user must select the required record from the table, enter Edit mode, and then select the Delete button in the top-right corner. A confirmation popup will be displayed, and if the user selects Yes, the Category will be deleted and will no longer be available for selection across the system.

Deleted Categories are highlighted in red within the Categories list page to indicate their deleted status. These deleted records are only visible to users who have the Super User switch enabled in their user record.

Super Users are also able to Restore deleted Categories by selecting the required record and choosing the Restore button in the top-right corner. The system will return the Category to its default state and make it available for selection again throughout the system.