13.3.3 By Category

Items can be selected for maintenance in the item search by selecting Category codes. This is useful if you wish to edit or change category code assignment for all items in a catalogue by reference to its existing category code.

1. From the Catalogue dropdown list, choose the catalogue.
2. In the Category Explorer on the left, choose (highlight) a category by clicking on the category description. Work down hierarchical levels as required by clicking on the + signs.
3. You can combine category selections by clicking more than one choice in Category Explorer, thus enabling you to manage items across different categories at the same time. For example, if you select ‘Lighting’ and then ‘Computer Hardware’, the search looks for items that exist in both categories, not just in either category.
4. The category levels chosen are displayed in the Category Information box at the bottom of the Item Information screen.
5. To remove a selected category, click the Remove button to the right of the category information box.
6. Click Search.
7. Click Select when you see the item you want. Proceed as Maintain Existing Items.
8. Click Update.