ANTE User Manual

Item Categories

Item Categories is the tree used to classify your items — for example Hardware, then Fasteners underneath it. A category can have sub-categories, so you can group items as broadly or as finely as you need. Categories are chosen when you create or edit an item, and they power the Top Categories widget on the dashboard.

Opening Item Categories

  1. Open Assets in the sidebar.
  2. Under Master Settings, click Item Categories.

This menu entry needs the Item Categories access permission.

The category list

The page has two tabs. Tree View shows the hierarchy, with edit and delete on each row. Table View is a flat list you can search and filter.

Category Name
The category's name.
Code
A short code that identifies the category.
Parent Category
The category it sits under, or a dash for a top-level one.
Sub-categories
How many categories sit directly under it.
Status
Active or Inactive.

In Table View you can search by All Fields, Name, Code, or Description, and filter by Status. Click any row to open the category.

Adding an Item Category

  1. Click Add Category

    The button is at the top right of the list.

  2. Fill in the details
    Category Name
    Required.
    Category Code
    Required.
    Description
    Optional free text.
    Parent Category
    Pick a parent to make this a sub-category, or leave it as No Parent (Top Level).
    Active
    On means the category is visible and available for use; off hides it so it cannot be assigned to items.
  3. Click Create Category

    You return to the list, where the new category appears.

Viewing a Category

Opening a category shows its Category Information (name, code, description, parent, status) and its Sub-categories — a count and a list you can click to move down the tree. The header has Edit and Delete buttons.

Editing and deleting a category

Edit opens the same form with the current values; click Save Changes when done. The parent picker leaves out the category itself so it cannot become its own parent. Delete asks you to confirm and cannot be undone.

Warning

If the system refuses to delete a category, it shows the reason it gives. Make the category Inactive instead to stop new items from using it.

Tip

Keep codes short and consistent. They are shown next to the name when you pick a parent category, which makes similar names easy to tell apart.

How It Connects

Feeds into

  • Item Master — the Category field on an item lists the categories you create here, and the item list shows each item’s category.
  • Dashboard — the Top Categories widget ranks categories by how many items they hold.
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