Home > SIX 2013 Documentation > Administrator Guide > Setup > Control Panel > Catalog > Categories

Categories

Setting

 

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

 

File:SIX_Guide/005_Setup/002_Control_Panel/002_Catalog/002_Categories/categories_settings_button.jpg

 

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

 

manage categories form.jpg

What are the benefits of this setting?

 

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

When to use this setting?

 

Always. The Category field is required for all Products/Labor Items in your Catalog. The Subcategory field is optional, but useful for further identifying products/labor in your Catalog.

Details

Manage

 

File:SIX_Guide/005_Setup/002_Control_Panel/002_Catalog/002_Categories/add_edit_delete_categories.jpg

 

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

 

File:SIX_Guide/005_Setup/002_Control_Panel/002_Catalog/002_Categories/new_category.jpg

 

On this form you must enter a Name, Abbreviation, and choose a Type.

 

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.

 

File:SIX_Guide/005_Setup/002_Control_Panel/002_Catalog/001_Manufacturers/case_settings.jpg

Filter

 

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

 

File:SIX_Guide/005_Setup/002_Control_Panel/002_Catalog/002_Categories/category_filter_options.jpg

 

Each Category Type has specific properties.

 

File:SIX_Guide/005_Setup/002_Control_Panel/002_Catalog/002_Categories/category_types_dropdown.jpg

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Last modified
11:11, 22 Apr 2014

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