Update item categories

When you update resources (Catalog > Update Resource > Individual Update or Batch Update sub-tab), add or edit item records, or duplicate an existing item record, create a new item category or assign individual items to an existing category.

  1. Do one of the following:
    If you are:Then

    Adding, editing, or duplicating item records.

    Note: When you duplicate an existing item, any categories the duplicated item had are automatically included.

    1. Next to Item Category, click Update.
    2. To add a new category, in the Add Item Category field, enter a unique name of up to 30 characters. If you want other users to have access to this category, deselect the Restricted checkbox.
    3. To use an existing category, from the Resource Item Categories section, use the Assigned checkboxes to select the Item Category to add the item to.
    4. Click OK.
    On the Individual Update sub-tab
    1. From the - Select an item field - drop-down, choose Item Category.
    2. Use the drop-down to select an existing Item Category, or click Update to add a new item category.
    3. In the Add Item Category field, enter a unique name of up to 30 characters.
    4. If you want other users to have access to this category, deselect the Restricted checkbox.
    5. Click Save.
    On the Batch Update sub-tab
    1. Select the Item Category to checkbox.
    2. Use the drop-down to select an existing Item Category, or click Update to add a new item category.
    3. In the Add Item Category field, enter a unique name of up to 30 characters.
    4. If you want other users to have access to this category, deselect the Restricted checkbox.
    5. Click Save.
  2. Make sure to click Save(add or edit) or Update (Update Resources).