Inventory: Set up and manage inventory categories

Set up categories to help organize and manage all your inventory items.

Create an inventory category

We recommend using broad descriptors for your inventory category names. For example, Brass, Woodwinds, Percussion, sound equipment.

Do not use special characters such as: / marks, @ or # symbols, and quotation marks.

  1. On the Main Sections menu, click Inventory, and then click Setup.

  2. For Category Name, type a name, and then click 

    infocomplete.png

    .

NOTE: If desired, you can create Repair Priorities and Categories for managing items needing repair. Or, you can set that up at another time.

Change a inventory category name

  1. On the Main Sections menu, click Inventory, and then click Setup.

  2. Find the category and click 

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    .

  3. Type the new category name and click 

    Change.png

    .

Delete a inventory category

  1. On the Main Sections menu, click Inventory, and then click Setup.

  2. Find the category and click 

    Delete.PNG

    .

TIP: You cannot delete inventory categories that have items assigned to them. You must delete the items within the category before deleting the category.

  1. Confirm your deletion by clicking 

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    .

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