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Tagging a Location with a Category

Categories are used to group Locations for reporting and inventory valuation analysis.

Written by Bernard Treacy

Note:

  • Categories are only visible if configured and user permissions allow access.

  • Incorrect category assignment may impact the Valuation by Location Category report.

Steps:

1. Select “Manage”

2. Select “Locations”

3. Select “Edit Icon” on the right of the Location

4. Select the Data Box on “Choose Category”

5. Choose the relevant “Category” for the Location

6. Select “Update Location” to Save

- To view if a Location has a Category or the correct Category assigned this can be

viewed in Manage -> Locations -> Expand the Locations -> check the column

Category

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