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Item Category

Overview

The Item Category feature allows to create and manage categories used to organize inventory items within the property.

Item categories provide a high-level classification for inventory items and are used when creating or managing Item Subcategories and Items.

The Item Category feature is a single-screen feature — existing categories are displayed in a list, and new categories can be created from the same screen.

Item Category Screen

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The screen provides the following controls:

  • Category — Displays the name of the inventory category.
  • Active — Toggle to activate or deactivate the category.
  • Create — Opens the Add Item Category panel for creating a new category.

Administrators can review the configured categories and manage their availability directly from the list.

Key Fields

  • Category — Required field used to enter the name of the inventory category, such as Asset Category, Consumables, Non-Consumables, Guest Room Accessories, or Storage Supplies.
  • Active — Controls whether the category is active and available for use within the inventory system.
  • Save — Saves the newly created category and closes the panel.
  • Save & Add New — Saves the current category and keeps the panel open so another category can be created.
  • Reset — Clears the entered information without saving.
  • Create — Opens the Add Item Category panel.

Steps

Create a New Item Category

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  1. Navigate to Item Category from the Inventory Management section.
  2. Click the Create button.
  3. The Add Item Category panel opens on the right side of the screen.
  4. Enter the required Category name.
  5. Click Save to create the category.
  6. Use Save & Add New if you want to save the current category and immediately create another category.
  7. Use Reset to clear the entered information before saving.

Important Notes

  • Category is a required field when creating a new item category.
  • Categories should be created before configuring their associated Item Subcategories.
  • Only active categories should be used when creating or managing inventory items.
  • Deactivating a category prevents it from being available for new inventory configuration while retaining the existing category record.
  • Use clear and consistent category names to make inventory items easier to organize and manage.
  • Item categories provide the top-level classification for inventory items and can have multiple Item Subcategories associated with them.
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