01What it is
Categories and groups are a two-level classification: a category holds groups. Every area of the application has its own tree.
The main areas are: jobs and quotes, the materials catalogue, the service catalogue, stock and consumables, tools and equipment, 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.
- OWN TREE
- Every area has separate categories.
- HISTORY STAYS
- Archive instead of delete.
02What it is for
Faster filters
You filter lists by category and group.
Order in the catalogue
Tiles, paints and fittings in separate categories of the materials catalogue.
Order on lists
The category order sets the layout of drop-down lists across the application.
03Main options
The screen has an area choice and a tree of categories with groups.
Which part of the application you organise
You choose the area in the filter. Each has its own categories.
- Jobs and quotes
- Materials catalogue, service catalogue, stock and consumables
- Tools and equipment, suppliers, payments and liabilities
Classification tree
A category with a name unique in its area, and groups inside it.
- Name, order and the active switch
- A group always belongs to a category
- Switched-off items are greyed out
- Archive instead of delete
04Tasks step by step
- STEP 1Open Settings › Categories and groups and choose the area in the filter.
- STEP 2Add a category, for example Installations, and give it an order.
- STEP 3Next to the category, choose to add a group and enter the groups, for example Electrical, Plumbing and Ventilation.
- STEP 1Archive the category or group.
- STEP 2Records that already have it stay unchanged. New ones cannot select it.
05Actions
The most common tasks around classification.
New category
A new category in the area.
New group
A group within a category.
Archive
Switching off without losing history.
06What it connects to
Choose a module to see where categories work.
Jobs
Jobs, quotes and enquiries use the categories of the Jobs and quotes area.
Go to the topicJobsMaterials catalogue
The materials catalogue has its own categories and groups.
Go to the topicMaterials catalogueService catalogue
The service catalogue has its own categories and groups.
Go to the topicService catalogueSuppliers
You classify suppliers with the categories of the Suppliers area.
Go to the topicSuppliersPayments
Payments use the categories of the Payments and liabilities area.
Go to the topicPaymentsCost categories
Project costs have a separate dictionary: cost categories.
Go to the topicCost categories