Component Categories are classification labels used to organize Components such as Materials, Labor, Machines, and Products. They help you sort, filter, and select items during Estimate and Order creation, and when you configure Products.
By assigning a category to each Component, you keep naming consistent and make search easier. Your system includes a basic set of Component Categories that you can add to, edit, or delete at any time.
For more information, see Component Categories Overview.
Table of Contents
- Adding Component Categories
- Editing an Existing Component Category
- Deleting Component Categories
- Using Component Categories
- Frequently Asked Questions
- Related Articles
Adding Component Categories
Navigate to System Settings / Components / Component Categories.
Note: More Actions on this page includes History.
1. Select the tab for the type of category you want to add (Materials, Labor, Machines, or Products).
2. Click Add New.
3. Enter a Name for the new category.
4. Enter a Description, if desired.
5. Click Save.
Editing an Existing Component Category
You can update the name and description of existing Component Categories as your organizational needs change.
Navigate to System Settings / Components / Component Categories.
1. Select the tab for the type of category you want to edit (Materials, Labor, Machines, or Products).
2. Click the Edit icon for the category you want to edit.
3. Update the Name and/or Description as needed.
4. Click Save.
Deleting Component Categories
You can delete one category or several categories on the same tab at once. Components assigned to those categories lose the category assignment. The Components themselves are not deleted.
Navigate to System Settings / Components / Component Categories.
1. Select the tab for the type of category you want to delete (Materials, Labor, Machines, or Products).
2. Select the checkboxes for the categories you want to delete.
3. Click Delete.
4. In the Confirm Delete dialog, click Yes.
Note: You can also delete one category at a time using the Delete icon on that row. Click Clear to deselect categories without deleting them.
Using Component Categories
Component Categories can be added to an individual Component as a way to classify and sort your Components. This makes them easier to keep organized in your system.
Note: The process for adding a category to a Component is the same regardless of the type of Component. The steps below use a Material as an example.
Navigate to System Settings / Components / Materials.
1. Select the Material you want to update.
2. Select the Material Details tab.
3. Select the appropriate Material Categories.
Note: You may select multiple categories.
4. Click Save.
Frequently Asked Questions
1. What happens to Components when I delete a category?
Answer: Components assigned to those categories lose the category assignment. The Components themselves are not deleted. Assign a different category on each Component if you still want those records grouped.
2. Can I delete more than one category at a time?
Answer: Yes. On the same tab, select the checkboxes for the categories you want to delete, then click Delete and confirm. Checkboxes apply to the current tab only.