Adding, Editing, Deleting & Merging Category Master in Ginesys HO

This article is a collation of all articles that will enable creation and management of Category through GINESYS in the mentioned order:

Add, Edit and Delete Category in Category Master

Add Category

Prerequisites

The users' role must have access to the Add app operation in the Category feature in Admin - Security - Role through Inventory - Product Definition - Setup

The steps are as follows:

Go to Ginesys Web - Inventory - Product Definition - Setup - Category. The Category module opens.
There are 6 tab- Category 1-6. Select the category tab you want to add category in.
Click on the Add button.
Type the name you want your category to have in the Category Name field. (This is a mandatory field)
Click on the Save button.
Record saved successfully. - message will be displayed.
Click on the Close button to close the window.

Edit Catagory

The users' role must have access to the Edit app operation in the Category feature in Admin - Security - Role through Inventory - Product Definition - Setup

The steps are as follows:

Select a category and click on the Edit option (from the Actions menu) or double click on the record. The Edit Category window opens.
Modify the category name as required in the Category Name field.
You can also make a category extinct by selecting the This record is extinct option.
Once done, click on the Save button.
Record saved successfully. - message will be displayed.

Delete Category

The users' role must have access to the Delete app operation in the Category feature in Admin - Security - Role through Inventory - Product Definition - Setup

The steps are as follows:

Select a category and click on the Delete option (from the Actions menu).
A confirmation window will appear with the message - Are you sure you want to delete current Record? If you want to proceed, click Yes, or else click No.
If you select Yes, then a message - Record deleted successfully. - will be displayed.
If you select No, then you will be directed back to the Category module.

Merge Categories in the Category Master

The users' role must have access to the Merge app operation in the Category feature in Inventory - Product Definition - Setup through Roles in Ginesys Web - Admin - Security.

The steps are as follows:

Go to Ginesys Web - Inventory - Product Definition - Setup - Category. The Category module opens.
There are 6 tab- Category 1-6. Select the category tab you want to merge categories in.
Select a category you want to merge and click on the Merge option (from the Actions menu). <Category no.> window opens.
In the Category Name column, select the categories you want to merge.
Select the category name you want the merged categories to have in the Change To field. Click on the drop-down arrow and select the category from the list.

Do not select the category name (in the Category Name column) you want to keep after merging the categories.
Example: Suppose in Category 3, you have two categories - ABC and XYZ. You want to merge ABC with XYZ.
Scenario 1: You select both ABC and XYZ (in the Category Name column) and try to merge the two into one category by selecting XYZ in the Change To field.
The system will not allow you to proceed.
Scenario 2: You select ABC (in the Category Name column) and select XYZ in the Change To field.
The system will allow you to proceed.
Once done, click on the Merge button.
Record saved successfully. - message will be displayed.
Click on the Close button to close the <Category no.> window. Click Yes in the Discard Changes confirmation window to go back to the Category module or else click No.

To go back to the main page click on Setting up of the Inventory