Component Categories are predefined classification labels used to organize different types of Components - such as Materials, Labor, Machines, and Assemblies - within your system. They act as grouping mechanisms that help structure your Component database, making it easier to sort, filter, and select items during Estimate and Order creation and Assembly-building workflows.
By assigning a category to each Component, you enhance consistency, improve searchability, and add flexibility when creating Assemblies. Your system comes pre-populated with a basic set of Component Categories that you can add to and edit at any time.
For more information, please see Component Categories Overview.
Table of Contents
Adding Component Categories
Navigate to Settings / Components / Component Categories.
1. Choose the appropriate tab for the type of category you want to add (for example, Material, Labor, Machine, or Assembly).
2. Click the Add New button in the header above the list.
3. In the dialog that opens, enter a Name for the new Category.
4. Add a Description, if desired.
5. Click Save to create the Category and close the dialog.
Editing an Existing Component Category
You can update the name and description of existing Component Categories as your organizational needs evolve.
Navigate to Settings / Components / Component Categories.
1. Select the tab for the type of category you want to edit (Material, Labor, Machine, or Assembly).
2. Click the Edit icon for the Category you wish to edit.
3. Update the Name and/or Description as needed.
4. Click Save to apply your changes and close the dialog.
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 will use a Material as an example.
Navigate to Settings / Components / Materials.
1. Select the Material you wish to update.
2. Select the Material Details tab.
3. Select the appropriate Material Category from the dropdown list.
Note: You may select multiple Categories.
4. Click Save to apply the Category to the Material.
