01What it is
Categories and groups are a two-level classification: a category contains groups. Each area of the application has its own tree, for example you split projects into shell and core, finishes and installations.
The areas include: projects 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 disabled. Historical records keep the category name, and forms let you pick active ones only.
- TWO LEVELS
- A category and its groups.
- PER AREA
- Each area has its own tree.
- HISTORY STAYS
- Disabling instead of deleting.
02What it is for
Faster filters
You filter lists by category and group.
A tidy catalogue
Installation materials kept apart from finishing ones, services apart from supplies.
Clear projects
Projects and quotes assigned to a type of work.
03Main options
The screen has an area selector and a tree of categories with groups.
Which part of the application you organise
Each area has its own categories. Tiles show the number of areas, categories and groups.
- Projects and quotes, the materials catalogue and the service catalogue
- Stock and consumables, tools and equipment
- Suppliers, payments and liabilities
The classification tree
A category with a name unique in the area, and groups inside it.
- Name, order and an active switch
- A group always belongs to an active category
- Disabling instead of deleting
04Tasks step by step
- STEP 1Open Settings › Categories and groups and choose the area.
- STEP 2Add a category with a name and order, for example Installations.
- STEP 3Add groups to the category, for example electrical and plumbing works.
- STEP 1Choose disable next to the category or group and confirm.
- STEP 2Records that already use it keep its name. New ones cannot select it.
05Actions
The most common tasks around classification.
Add a category
A new category in the area.
Add a group
A group in an active category.
Disable
Retiring without losing history.
06What it connects to
Choose a module to see where categories are used.
Projects
Projects and quotes share one classification area.
Go to the topicProjectsMaterials catalogue
The materials catalogue has its own categories and groups.
Go to the topicMaterials catalogue