How to Create, Edit and Delete Stock Category

Modified on Thu, Jan 12, 2023 at 5:19 PM

How to Create, Edit and Delete Stock Category


Overview: 

 

Categories is a form that enables the user to maintain a type categories or group aside from the Stock Group and Class that each of your stock items belongs to. This function can be used to generate reports related to inventory.

 

Procedure:

 

How to Create Stock Category 

 

1. In Navigation pane, go to Stocks > Categories


2. In Stock Category list view, click New


3.Supply the fields with data;

  • Category Code: This is a compulsory field with maximum of 20 alphanumeric length
  • Name:   This is a compulsory field which you need to indicate the name of the Stock Category 
  • Active: This is a function to set if an Area is still used. If an Area will not be used anymore, disable the toggle to make as Inactive.


4. Once done, click Save or Save and Close.


How to Edit Stock Category 

 

1. In Stock Category list view, double click the Stock Category


2. Then Supply the Fields that needs to be edited. Once done, click Save or Save and Close.


How to Delete Stock Category 

 

1. In Stock Category List View, right click Stock Category then click Delete


2. When the confirmation message prompted, click Yes


Application:

 

Category is now available for selection in Stock Item Maintenance.





For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph

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