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. For more information on Components, please see Components Overview. For more information on managing Component Categories, please see Managing Component Categories.
Your system comes pre-populated with a basic set of Component Categories that you can add to at any time.
Table of Contents
Component Categories Menu
To locate Component Categories navigate to Settings / Components / Component Categories.
a. The tabs across the top allow you to select the type of Component.
b. The Green Plus button allows you to add new Component Categories.
c. Clicking into a Component Category will show you more details.
d. Under this Ellipsis, you will find options for importing Component Categories.
e. The Search Bar and Filter icon can help you quickly locate a specific Material.
f. This Ellipsis will give you the options to Clone, Export, Set Inactive, or Delete the Material.
Note: Component Categories that are currently being used in active Orders can be set to Inactive, not Deleted.
Note: This menu can also be accessed another way. See example below.
Example:
a. Checking the box on the row of the Component Categories brings up a dropdown next to the Green Plus button near the top of the screen.
b. The dropdown menu gives you the options to Clone, Export, Set Inactive, or Delete the Component Category selected.
Component Categories Screen
Select a Component Category to open up the Component Categories screen.
Note: All Component types use the same screen layout and functionality except where specifically noted.
Category Details Tab
a. Category Details heading includes the Name and short Description of the Component Category.
b. Associated Assemblies lists the Assemblies that the particular Category is referenced in.
Note: This heading is visible in the Material Categories.
c. This ellipsis gives you the options to Add New, Clone, Set Inactive, or Delete.
Note: If this particular Component Category is currently being used, the option to Delete will be greyed out.
Associated Tab
a. This green button allows you to Link additional Components.
b. This ellipsis gives you the options to Add New, Clone, Set Inactive, or Delete.
Note: If this particular Component Category is currently being used, the option to Delete will be greyed out.
c. The Search Bar and Filter icon allow you to search the Associated Components quickly.
d. This ellipsis allows you to Unlink a Component.
