Material Categories

This guide will walk you through the process of setting up and managing categories, which is essential for organising your materials efficiently.

Categories help in grouping similar materials, making it easier to manage and retrieve them when needed.

Creating a New Material Category

Open the Material pages in the Products section of the menu
On the Materials page, click on the "Categories" tab to switch to the Categories view.

1. In the Categories section, click on the "+ New" button. This button is usually located at the top right corner of the page.

This will open the category creation popup, where you can enter the details of the new category:

Fill in the following details for the new category:

Enter a descriptive name for the category. This name should clearly indicate the type of materials that will be grouped under this category.

Assign a unique identifier for the category. This could be a code or any other unique identifier.

Provide a brief description of the category. This description should give an overview of the types of materials included in this category.

Example: "This category includes all types of packaging materials such as boxes, bags, wraps, and containers used for storing and transporting products.."

The description is a free text and is only used for internal use and not shown anywhere.

Upload an image that represents the category. This image will help in visually identifying the category.

Tip: Use a clear and relevant image that represents the category well. Images will automatically get cropped to 50 x 50 px
Only PNG and JPEG format is accepted.

Once you have entered all the details, review the information to ensure accuracy.
Click on the "Save" button to save the new category.

On the Material pages, you can create or edit material and assign the Categories by choosing from the drop-down list:

You can read more about how to create and edit materials on the Material pages.