Categories

Categories allow users to classify and organize assets, accessories, licenses, components, and consumables into distinct categories.

Create a category

1. Click on + Category button

2. Fill in the category name.

3. Choose a resource type for the category: Asset, Accessory, License, Component, or Consumable.

4. Click Create to finish.

Importing categories

You can import categories in bulk using a CSV file. This is useful when migrating data from another system or setting up categories in large numbers.

To import categories:

1. Click the Import button.

2. Upload a CSV file containing your category data.

3. Map the CSV columns to the corresponding fields (category name, resource type).

4. Review the import preview and click Import to finish.

Editing and deleting categories

Edit a category

In the Actions column, click the Edit button to modify a category's details.

Delete a category

In the Actions column, click More Options, then select Delete.

Exporting categories

• Categories can be exported for record-keeping or data migration.

• Click the export button to download the data in CSV or PDF format.