π Understanding the Grid
The grid functions as a matrix:
- Rows β Product Categories (e.g., Equipment, Spare Parts, Consumables)
- Columns (under βStatusβ) β Product Statuses (e.g., Active, Discontinued)
- Checkbox β Links a category to a specific status
You can also nest categories in a tree structure for sub-grouping.
β Creating a New Product Category
- Click + Category at the top.
- Fill in:
- Name β Category name (e.g., "Equipment").
- Description β Short explanation of the category purpose.
- Sorting β Number to decide where it appears in the list.
- Press Save and Close.
π· Creating a New Product Status
- Click + Status at the top.
- Fill in:
- Name β Status name (e.g., "Active").
- Description β Short explanation of the status.
- Sorting β Number for display order.
- Choose a background color for easy identification.
- Press Save and Close.
π Linking Categories to Statuses
- Find the category row.
- Tick the checkbox under the relevant status column.
- A category can be linked to multiple statuses for flexibility.
π Example Status List
Status | Description |
---|
Active | Product is available for sale or use. |
Inactive | Product exists in the system but is not actively offered. |
Discontinued | Product is no longer produced or supported. |
Prototype | Product is in development and not yet released. |
β FAQ
Q: Can a product be linked to multiple categories?
No, a product belongs to a single primary category, but the category can be linked to multiple statuses.
Q: What happens if I remove a status?
After a status has been used, deletion is not possible. If you no longer need it, you can disable it by setting Active to False.
Q: Can I reorder product categories?
Yes, use the Sorting number to control display order.
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