Categories Collection

Categories serve as an essential element within collections, providing a way to group related records. When a type of asset requires specific fields to collect information, it is beneficial to utilize categories. For example, the type of information you may collect on a mobile phone and a laptop could have fields that differ greatly. While a phone number would be required for a mobile phone, the laptop would not need this field of information. Categories offer the opportunity for conditional fields. When adding new categories, users can select existing category fields or add new ones, ensuring each category record contains relevant information.

Add New Categories

1. From the Home screen, navigate to Collections in the left navigation bar.

2. Click Categories.

3. Click Add at the top right of the screen.

4. Fill out the fields:

   • Enter the Category Name

   • Whether the asset is serialized or a consumable

   • Upload desired images

   • Add or select the fields to be included and required for the category.

5. Click Save.

The new category is shown in the Categories table.

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Serialized Categories

1. Go to the Categories section.

2. Click Add to open the category form.

3. Enter a name like Laptops.

4. Select Serialized.

5. Add other optional fields if needed.

6. Click Save.

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Consumables Categories

1. Go to the Categories section.

2. Click Add to open the category form.

3. Enter a name like Headsets.

4. Select Consumable. This adds two fields:

   • Quantity on Hand – Current available stock.

   • Minimum Quantity – Minimum stock level to maintain.

5. Add other optional fields if needed.

6. Click Save. The new category appears with a consumable marker.

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Add New Category Fields

1. From the left navigation pane, select the account and the module.

2. Click Categories.

3. Scroll to the extreme right of the fields and click the icon

4. Hover the cursor on any field and click icon, and then click Add Field to right or Add Field to Left.

5. Enter the following information:

   • Field Name: The field's name

   • Data Type: Choose the field type from the drop-down menu. For more information on adding various data types, see Field Types.

   • Set as Unique Field: Unique designates a field as a value specific to that asset, such as a barcode.

   • Add helper text: Provide helpful tips for users (optional).

6. Click Save.

7. Select the category to attribute the field. The Category Details pane appears.

8. Locate the list of fields in the Category Details pane.

9. Check the following options, if necessary, to configure the field within the category:

   • Include: Adds the field to the selected category.

   • Required: Makes the field mandatory when entering data in this category.

   • Read-Only (if applicable): Prevents modifications to the field after it is set.

   • Hidden (if applicable): Keeps the field visible only in specific conditions or roles.

10. Click Save to complete the attribution.