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Adding an Item Category
- Navigate to Settings in the bottom left corner of your screen and click Categories.
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In the top right corner, select Add New Category.
- Add the Category name (and if you like, you can add it as a Subcategory) and then click Add category.
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Click on the three dot menu and from here you can Edit, Add subcategory or Delete your newly created category.
Using Categories
Changing the Category Of A Single Item
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Select Items, then click a specific Item.
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Click the pencil to start editing the Category. You can choose a category you created from the dropdown menu. To finish, click Update.
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Note that once you select a new category for that item, it will be moved to the newly selected Category.
Moving Multiple Items To Another Category
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From the left hand menu, click Items, and then make sure you're in Table View.
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Use the checkboxes to indicate the items you'd like to move, then click Bulk actions>Edit Items.
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Choose the Category where you want to move the item.
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Scroll down and click Update.
Finding Equipment By Category
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From the left hand menu, click Items, and then click Filters to open the filters section.
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Select a Category to filter the results.
Add Equipment Per Category to Dashboard
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From the left hand menu, click Dashboards. Scroll down to Items by Category and click on one to filter to those spefic items.
