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Use the Item Category (сreate) dialog box to add a new item category. if items of this category have the same characteristics or UOMs, you can defined them for the category , and the items will inherit these attributes.

Make sure that the Parent folder shows the correct folder (enclosing folder).


The " Item Category (create)" dialog box

Type an item category name in the Description field.

Click Save if you want to save the item category. The Set of Characteristics field will be populated with the new category's description. If needed, you can provide another name for the file with the category's characteristics.

Click Save and Close to save the item category and close the dialog box.

Adding Characteristics for the Category

To add characteristics to the newly created category, click the Characteristics link on the top of the form. The Item Category (Item Characteristics)
 form appears. Initially, the list of category's characteristics is empty.


The list of Characteristics defined for the category initially

Click the Create button to add a characteristic for the category. The Item Characteristic (create) form opens.

The Item Characteristic (create) dialog box

Make sure that the Item field shows the correct item category.

In the Description field, type a characteristic of items of this item category.

Click Save and Close to save the characteristic for the item category and close the dialog box.

Check the resulting list of characteristics of the item category. If needed, you can add a new characteristic at any time.


The list of Characteristics defined for the category


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