Getting Started!

System Requirements General

Settings

Branch

Dashboard Sales

Loyalty

E Commerce

Purchase

Accounts

Cost Centre

Organization Unit

Inventory

Customer Supplier Reports

UAE VAT

Sub category in ACCOXI

In ACCOXI user can create sub categories for a product under a category. User can categorize the product under a created category and can create a new sub category under it with sub category image. It can be created and viewed from inventory module of the ACCOXI.

How to Add/Delete/Rename Subcategory for products

Accoxi’s Inventory Management System in Accoxi comes with the following features: • All sub-categories are viewable in a single window • Can retrieve specific categories and sub-categories by applying filters • Simple creation of product categories and product sub-categories

Key features:

All the created sub categories can be viewed in a single window
Can filter the sub categories according to its category and sub category name.
Easy creation of sub category without going through deep procedures.

OPTIONS AVAILABLE IN SUB CATEGORY MENU:

By clicking inventory module and selecting SUB CATEGORY menu user will be redirected to a search sub category window where the user will be able to view all the sub categories created under categories.

Menus Available In Subcategory Search Screen

1.FILTER

The filter option in sub category search window helps the user to filter the sub category data shown in the window

Filter of sub category search can be done in two ways-Either you can directly enter the category name/ sub category name into the search bar near filter option or by clicking the filter drop down, you can filter the data by entering the category name and sub category name.

2.NEW

A new sub category can be created by clicking on the new sub category option.

Steps to add a NEW SUBCATEGORY:

Select inventory module and click sub category option
And select the new sub category button and it will redirects the user to new sub category management form
In that select category name and enter sub category name as well as image.
And click save

FIELDS	DESCRIPTION
Category name	To select the Category here
Sub Category name	To enter the name of the sub Category here
Active	To activate or deactivate the sub Category status
Sub category image	To insert image for sub category
Save	To save the new sub Category created , save button can be used
Exit	This button exits from whole sub Category window.

DATA AVAILABLE IN CATEGORY SEARCH TABLE

FIELD	DESCRIPTION
#	The serial number of the data in the table is displayed here
Sub category name	The name of the sub category created is shown in this column
Category name	Category name which under the sub category is created displayed in this section
Status	The status of the sub category is shown in here which is “active/inactive”
More option	User can edit and view the sub categories created from the more option

3.REFRESH

If your latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

4.EXPORT

The sub Category list can be exported to Excel format. Click on the Export button at the top right corner near the +New button. Select the file location and click on save.

5.COLOUR FILTER

The inactive sub Category will be appear in the search in red color.

6.More option:

To edit and view the sub Category data this option can be easily accessed and it will redirect the user to sub Category management window and user can update sub Category image and status of the sub Category

7.Exit

Below the pagination control, there is exit button. If you want to exit the sub Category search page click on exit button.

Frequently Asked Questions?

01How to export the sub Category data?

Go to Inventory Module-sub Category
Click on Export option at the top right corner of the page
Warning message related to Export appears, click on Ok button.
Choose the File Destination
Click on Save

02How to inactive a sub Category?

Inventory Module-sub category
Select the required sub categories more option and click on edit.
Untick the checkbox against active option and save the sub category.

03How to view a sub Category?

Inventory Module-sub category
Select the required sub categories more option and click on view.
User will be redirected to sub category management form and user can view the data of created sub category

04How to create a new sub category?

Select inventory module and click sub category option
And select the new sub category button and it will redirects the user to new sub category management form
In that select category name and enter sub category name as well as image.
And click save

05How to insert an image to created sub Category?

Go to Inventory Module-sub Category
Select the required sub categories more option and click on edit.
User will be redirected to sub category management form and user can insert sub category image in the respected column.
Click on Save

How to create sub Category in Accoxi