01What it is
Categories and groups are a two level classification: a category holds groups. Every area of the app has its own tree.
The areas are: jobs and quotes, parts catalogue, service catalogue, stock and consumables, tools and equipment, paint lab, work packages, suppliers, and payments and liabilities.
Categories and groups are not deleted, only archived. Switching one off does not change records that already have it, and forms offer only active categories.
- TWO LEVELS
- A category and its groups.
- NINE AREAS
- From jobs to payments and liabilities.
- HISTORY STAYS
- Archiving instead of deleting.
02What it is for
Faster filters
Filter lists by category and group.
A tidy catalogue
Consumables apart from parts, and parts apart from paint chemicals.
Clear reports
Reports split data by your categories.
03Main options
The screen has an area choice and a tree of categories with groups.
Which part of the app you organise
Every area has its own categories.
- Jobs and quotes, parts and service catalogues
- Stock, tools, paint lab, work packages
- Suppliers, payments and liabilities
The classification tree
A category with a name unique in its area, and groups inside it.
- Name, order and an active switch
- A group always belongs to a category
- Archiving instead of deleting
04Tasks step by step
- STEP 1Open Settings › Categories and groups and pick the area.
- STEP 2Add a category, give it a name and order.
- STEP 3Add groups in that category.
- STEP 1Untick active on the category or group.
- STEP 2Records that already have it stay unchanged. New ones cannot pick it.
05Actions
The most common tasks around classification.
Add a category
A new category in the area.
Add a group
A group in a category.
Archive
Switch off without losing history.
06What it connects to
Choose a module to see where categories work.
Parts catalogue
The parts catalogue has its own categories and groups.
Go to the topicParts catalogue