Every Inventory Item in Nory needs to be assigned to a category.
These categories become headers in Reconciliation Reports, allowing you to easily find items of interest and organize your GP.
Categories can be managed from the Settings page under Inventory Settings, by users with the “Manage Categories” permission.
From there, users with permissions can change categories in a few ways:
Create
Edit
Delete
On the Categories Settings page, you will see a list of all categories.
Any changes to categories will take effect in your next report, but will not retro-actively change data.
Creating a category
Click Add Categories to create new ones. The list must be comma-separated, but don’t worry–we’ll remove any extra spaces from the start and end of category names.
Editing a category
Click on the name of any category to edit it. Category names must be unique, so we’ll automatically merge two duplicate names.
Deleting a category
If you want to delete the category, click the three dots at the top left and choose Delete. You must choose a new category to replace the old one before deleting, even if no items are assigned to it.