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Tagging a Sub-Location with a Category

Sub-Location Categories are used for detailed inventory grouping and category-based reporting.

Written by Bernard Treacy

Note:

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

  • When Sub-Locations are enabled, Categories should only be assigned to Sub-Locations and not the parent Location.

Steps:

1. Select “Manage”

2. Select “Locations”

3. “Expand” the Location to view Sub-Locations

4. Select “Edit Icon” on the right of the Sub-Location

5. Select the Data Box on “Choose Category”

6. Choose the relevant “Category” for the Sub-Location

7. 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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