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Creating and Amending Categories
Who is this article for?Users who manage classification of Suppliers.
Supplier Administrator(SUPADM)permissions are required.
Categories are a non-mandatory classification system for Suppliers, depending on their importance to the company's operation. Terms such as Strategic, Core Leverage etc. may be used, where they have economic significance to the company. There is no connection between this and the classification by Supplier Type, which is concerned with the range of product or service provided. This article shows you how to create and administer categories on your system.
1. Accessing Categories
To access categories:
- Go to Supplier Manager.
- Select System Admin.
- Switch to the "Categories" tab.
You will be taken to the filterable Categories list.
You can enter a title string and click the Search icon to produce a list of those Categories which qualify. If the Include Inactive checkbox is not ticked, all Categories marked as inactive will be omitted
2. Creating Categories
To create a new category:
- Select the New Category icon to the right in the Categories header bar.
A blank Category Details screen will be displayed.
- Enter a Category name.
This is the name that will be displayed in dropdowns. - Provide a Description.
- Tick Active to make the Category selectable.
- Click the Save icon to the right in the Category Details header bar.
The following overlaid confirmation message will be displayed:
Unable to modify a greyed out field?
Category ID field is unchangeable and default to a specific value set by the module.
3. Amending Categories
To edit an existing category:
- Select anywhere in the record row.
The Category details screen will be presented.
- Make necessary adjustments.
- Click Save to the right of the Category Details header bar.
The following overlaid confirmation message will be displayed:
Changes to the Category title are reflected on all existing Supplier records and filter dropdown boxes.