Home > SI 2015 Documentation > Administrator Guide > Setup > Control Panel > Categories

Categories

 

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Setting

 

Here you can add/edit/delete Categories and Subcategories.

 

 

The Manage Categories form lists all of the Categories and Subcategories you have in your Catalog.

 

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What are the benefits of this setting?

 

You can add/edit/delete Categories and Subcategories in your Catalog.

When to use this setting?

 

While not required. you should always assign a Category field to Items in your Catalog. The Subcategory field is also optional, but useful for further identifying products/labor in your Catalog.

Details

Manage

 

 

You can add new Categories/Subcategories or edit existing ones.

 

 

On this form you must enter a Name, Abbreviation, and choose a TypeEach Type has specific properties.

 

The abbreviation can be up to three characters in length and will display on Plan Shapes.

 

You can delete more than one Category and Subcategory at time by holding down Shift (to select a series) or Ctrl (to select outside of a series). Deleting a Category will delete all Products/Labor Items from your Catalog assigned to the Category. Deleting a Subcategory will not delete any Products/Labor Items from your Catalog.

Case

 

You can change the case of one or multiple Manufacturers at time. Make multiple selections by holding down Shift (to select a series) or Ctrl (to select outside of a series). Your options are: Upper, Lower, Title, Sentence.

 

Filter

 

Here you can filter down to specific Category Types: Equipment, Speaker, Wire, Labor.

 

 

Learn About

Manufacturers

Products

 

Last modified
18:07, 12 Jan 2015

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