Item Subcategory

Overview

The Item Subcategory feature allows administrators to create and manage subcategories used to further organize inventory items within a property.

Item subcategories provide a more specific classification under an Item Category and are used when creating and managing Items.

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

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Item Subcategory Screen

The screen provides the following controls:

• Category — Displays the parent item category associated with the subcategory.
• Sub Category — Displays the name of the item subcategory.
• Create — Opens the Add Item Sub Category panel for creating a new subcategory.

Administrators can review the configured subcategories and manage the inventory classification structure from the list.

Key Fields

• Item Category — Required field used to select the parent category under which the subcategory will be created, such as Asset Category, Guest Room Accessories, Coffee & Tea Supplies, or Water Supplies.
• Sub Category — Required field used to enter the name of the subcategory, such as Room Asset Sub Category, Electrical Sub Category, Alarm Clock Radio, USB Charging Hub, or Water Dispensers.
• Save — Saves the newly created subcategory and closes the panel.
• Save & Add New — Saves the current subcategory and keeps the panel open so another subcategory can be created.
• Reset — Clears the entered information without saving.
• Create — Opens the Add Item Sub Category panel.

Steps

Create a New Item Subcategory

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

Important Notes

• Item Category and Sub Category are required fields when creating a new item subcategory.
• The parent Item Category should be created before creating its associated subcategories.
• Each subcategory should be associated with the appropriate parent category to maintain a clear inventory structure.
• Subcategories provide a more detailed classification of items within an item category.
• Use clear and consistent subcategory names to make inventory items easier to identify and manage.
• Multiple subcategories can be created under the same Item Category.
• Item subcategories should be configured before creating items that use those classifications.