Adding and editing categories for your inventory is easy with FieldFlo, this article will walk you through exactly how to do that!
Here are the steps to add categories for the inventory module:
On your left main menu, click Admin.
The admin dropdown will appear, click Portal Admins.
Scroll down until you see the inventory section, click Categories.
To add new categories, on the top right click Add Category
Click the Parent Category dropdown if you would like the new category to be a sub category for an existing one.
Note: If you don't want any parent category, select No Parent Category.
Enter the Category Name.
Click Save.
Here are the steps to edit existing categories for the inventory module:
On your left main menu, click Admin.
The admin dropdown will appear, click Portal Admins.
Scroll down until you see the inventory section, click Categories.
To edit a category, click the 3 dots next to the category name.
The 3 dots pop-out will appear, click Edit.
Make any changes to the Parent Category or Category Name.
When you've made all desired changes, click Save.
