Selecting Categories During Item Entry

When entering items there are two methods to choose a category in item entry:

  1. Type the Category into the Category Field.
    NewItem140.png
  2. Select a Category from the Select Category dialog by hitting F2 key.
    NewItem139.png

The Select Categories dialog box will open.

NewItem138.png

Before navigating the Select Categories dialog box, it is important to know what you are looking at.

  • Left Column : List all Category Level 1 Category items.
  • Center Column : List all Category Level 2 Category items.
  • Right Column : List all Category Level 3 Category items.
    NewItem137.png

There are two ways to navigate the Select Categories dialog box.

  1. Type The Name Of The Category : By default when you open the category editor, the default column your cursor will be in is the 1st column.
    NewItem136.png
    Without touching the mouse, I can navigate to another category by typing the name of that category.
    Example: Typing “Men” automatically highlights the Men’s Apparel category.
    NewItem135.png
  2. To move up and down a column, use the Up Arrow, Down Arrow, <Page Up> and/or <Page Down> keys.
    Example: After going to the Men’s Apparel category in the above example, I press the down arrow on my keyboard to get to Women’s Apparel.
    NewItem134.png
  3. To move from one column to another press the Tab Key on the Keyboard.
    NewItem133.png
  4. To navigate to the Add button, press the Tab Key while the focus of categories is in the Level 3 Column.
    NewItem132.png

Note: Categories that are Visible appear in the Select Category dialog. Categories that are Invisible do not appear in the Select category dialog.

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  • setup/requiredsetupsteps/inventorymodule/categories/selectingcategoriesduringitement.txt
  • Last modified: 2026/06/18 20:55
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