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How Do I Create Categories for Equipment and Material

This article will walk you through how to create categories for equipment and material.

Updated over 11 months ago

In FieldFlō, it is very easy to create categories for equipment and material. This article will walk you through how to do it!

Requirements

NOTE: You must have access to Inventory Module. Also you need to have the Role and Permissions to Add Item and View Items.

Here Are The Steps To Create Categories For Equipment and Material

  1. On the left hand side of your screen click on the Inventory module.

  2. On the top right of the Inventory page, click the Three Little Dots.

  3. Click on Categories.

  4. On the Categories page in the top right of your screen, click on the blue + Add Category.

  5. The Add Category Pop-out will appear. Add the Category Name in the Category Name field and click Save.

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