Primary and sub categories

Primary and sub categories allow you to classify items into related groups. Additionally, you can choose to link sub categories to a specific primary category for more refined categorization.

Add a primary category

1. Select Primary Categories on Inventory Navigator.
2. Click Add Code.
3. Enter the code.
4. Enter the description.
5. Click OK.

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Edit a primary category

1. Select Primary Categories on Inventory Navigator.
2. Select the primary category.
3. Click Edit Code.
4. Edit the information as needed.
5. Click OK.

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Associate sub categories with a primary category

1. Select Subcategories on Inventory Navigator.
2. Select the sub category.
3. Click Edit Code.
4. Select the Advanced tab.
5. Select the appropriate primary category from the drop-down list.
6. Click OK.

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Delete a primary category

1. Select Sub Categories on Inventory Navigator.
2. Select the code.
3. Click Delete Code.
4. Click Yes to confirm.

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Add a sub category

1. Select Sub Categories on Inventory Navigator.
2. Click Add Code.
3. Enter the code.
4. Enter the description.
5. Select the Advanced tab.
6. Select the appropriate primary category from the drop-down list if desired.
7. Click OK.

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Edit a sub category

1. Select Sub Categories on Inventory Navigator.
2. Select the sub category.
3. Click Edit Code.
4. Edit the information as needed.
5. Click OK.

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Associate a primary category with a sub category

1. Select Sub Categories on Inventory Navigator.
2. Select the sub category.
3. Click Edit Code.
4. Select the Advanced tab.
5. Add or remove sub categories the primary category belongs to.
6. Click OK.

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Delete a sub category

1. Select Sub Categories on Inventory Navigator.
2. Select the code.
3. Click Delete Code.
4. Click Yes to confirm.

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