To categorize Stock Items for use in your Standsheets, review the article Creating and Managing Standsheet Categories.

Inventory Categories can be found under Configuration > Categorization in the left sidebar navigation in Bypass Manager.

Managing Inventory Categories in Bypass Manager

 

Creating an Inventory Category

To create a new Inventory Category,

1. Click the Create Inventory Category button
2. In the field that appears at the top of the category list, type in a Name for the new category.
3. Click the green Checkmark icon to save the new category.

 

Creating a new Inventory Category

 

Editing an Inventory Category

If you need to rename a category at any time,

1. Click the Edit link to the right of a category.
2. In the field that appears, type in the new name for the category.
3. Click the green Checkmark icon to save the changes.

Editing a category inline in the Inventory Categories table.

 

Deleting an Inventory Category

If a Inventory Category is no longer needed, you can delete the category.

WARNING: Once an Inventory Category is deleted, it cannot be recovered and its name can no longer be used.

 

NOTE: Deleting an Inventory Category will not delete the Stock Items in it. However, it is recommended you reassign any Stock Items to a new category before you delete the category.

 

To delete a category,

1. Click the Delete link to the right of a category.
2. If Stock Items exist in the category, a dialog will appear providing you with a list of Stock Items that will be affected by the deletion.
3. To confirm deletion of the category, click the Delete button in the lower-right.

 

A warning will appear when deleting a Inventory Category if it has Stock Items in it.

 

Assigning an Inventory Category to a Stock Item

Once you have created your categories, you can then link the categories to your Stock Items. For more information, visit the article Creating and Managing Stock Items.