Back Office: Inventory Sub Categories

Back Office: Inventory Sub Categories

  1. Sign into the Back Office then select a Store.

  2. On the left-side Navigation Panel, click Inventory then Subcategory.


  3. The Subcategory page appears, including the Total Value on Hand, along with a table containing the following columns:

    1. Name – Displays the subcategory’s name.
    2. Category – The category under which the subcategory is assigned.
    3. Description – Displays description of the subcategory.
    4. Value On Hand – Displays the available amount of stock.
    5. Actions – Buttons for Edit (pencil) and Delete (trash can).
    6. Delete – The Delete pop-up including the message ‘Are you sure you want to delete this item’ appears, with Cancel and Delete options.
      1. Select Delete and the Subcategory is sent to Inactive status with a ‘Subcategory inactivated successfully’ confirmation message appearing.
      2. Select Cancel, and the Subcategory is kept in Active status.

  1. Active
    1. By default, the button will be set to Active and all Active Categories appear.
      1. Select Active to change to Inactive, and shows deleted Categories appear. If no deleted Categories appear, the message Category not found appears in the body of the table.
      2. Select Inactive to change back to Active. A pop-up appears which shows ‘Are you sure you want to activate this item’ with Cancel and Yes, Activate options.
        1. Yes, Activate: the ‘Adjust Inventory Reason Activated Successfully’ pop-up appears.
        2. Cancel: the pop-up will be closed.

  1. Create a new Subcategory by clicking the pink + New Subcategory button at the top-right (or click the corresponding Edit [pencil] of an existing Subcategory
    ).


  2. The New Subcategory (or Update Subcategory) pane appears, with the following fields:
    1. Click X Close / Cancel to close the pane without creating / updating a Subcategory.


  3. Code – Enter the code for the subcategory (letters and numbers allowed, no maximum). 
  4. Description – Enter more details about the subcategory (letters and numbers allowed, no maximum).

  5. Click Save / Update. You’re returned to the Subcategory page with a confirmation message appearing at the top-right.

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