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Item Category

ITEM CATEGORY​

1.1 Add Item Category​

Add a Item Category - Step-by-Step

Step 1: Reach the Item Category

  • From the main side menu, click on "Purchase", then go to "Masters", and finally choose "Item Category". This will open the Item Category Search page.

Step 2: Adding a Item Category

  • Located at the top-right corner of the Item Category Search page, there is an “Add Item Category” button. Simply click on this button to proceed.

Step 3: Fill in details

  • Upon clicking the 'Add Item Category' button, the Add Item Category form will open. Complete the following information:
  • CapEx/OpEx: The "CapEx" or "OpEx" from the dropdown menu to indicate the classification of the expenditure. This is a mandatory field.
    • CapEx: Capital Expenditure. CapEx are typically considered as long-term investments and are capitalized on the balance sheet.
    • OpEx: Operating Expenditure. OpEx is typically recognized as expenses on the income statement.
  • Item Category Name: The "Item Category Name" field is used to input the name or identifier of the category that the item belongs to. The category name helps organize and group items based on their similarities. This is a mandatory field.
  • Item Category Description: In this field, provide a detailed description of the item. This could include information such as its features, specifications, uses, and any other relevant details. A well-written description helps users understand the item's characteristics and its suitability for their needs. This is a mandatory field.

1.2 Search Item Category​

Search a Item Category - Step-by-Step

Step 1: Start Searching

On the Item Category Search page, you can search in different ways:

  • By Item Category Name: Type the item Category name.
  • For All: If you don't have a specific item Category name, just click "Search" to see all Item Category.

Step 2: See the Results

After clicking "Search," you'll see results:

  • If you search by item Category name, you'll find the matching item.

1.3 Edit Item Category​

Edit a Item Category - Step-by-Step

Step 1: Find Item Category Edit

Step 2: Start Editing

  • On the Item Category Search page, you can edit the item Category.
  • Click Search: Press "Search" to find the Item Category you want to edit.

Step 3: Edit Details

  • After searching, you'll see the Item Category that you want to edit.
  • Click "View/Edit" next to that Item Category Name to reach the Edit Item Category page.

Step 4: Update Info

On the Edit Item Category page, you'll see existing details.

  • You can make edits to your entry and then proceed to submit it.

Step 5: Save Changes

After editing, review your changes.

  • When you're ready, click "Submit" to save the updates.

That's it! You've learned how to ADD, SEARCH, EDIT an Item Category using the DMeX app. If you need help, contact the support team.