Difficulty Level - Expert Impact - Organization Level

Inventory Sub-Categories lets you manage the sub categories available to classify inventory items for your organization.

To access Inventory Sub Categories settings:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Inventory from the Filter drop-down list.

    2. Click on Inventory Sub Categories from the List box in the left pane.

The following information is displayed on the settings page:

  • Description: The name of the sub-category.

  • Category: The category under which the sub-category is classified.

  • Category Type: The head under which costs for the category is assigned.

  • Status: Active indicates that inventory items can be assigned to the sub-category at present, while Inactive indicates that inventory items cannot be assigned to it at present.

  • Audit: An Audit button in this column indicates that the sub-category was edited.

    Click on the Audit button to see the changes made to the sub-category.

Only Categories that have the Category Type of Food or Paper contribute to the theoretical costs shown on the Food Cost Worksheet and Daily Waste pages. Please keep that in mind when making any changes to your sub-categories.

ClosedCreate a New Inventory Sub Category

  1. Go to Inventory Sub Categories settings.

  2. Click on the Create button.

  3. In the Create Inventory Sub Category window:

    1. Enter the name of the sub-category you want to create in Override Description.

    2. Select the Category from the drop-down list.

    3. Click on the Create button.

Click here to learn how to create, edit and delete Inventory Categories.

ClosedEdit an Inventory Sub Category

  1. Go to Inventory Sub Categories settings.

  2. Click on the name of the sub category that you want to edit.

  3. In the Update Inventory Sub Category window:

    1. Change the name of the sub-category in Override Description if required.

    2. Select Category to which you want to assign the sub-category from the drop-down list, if required.

    3. Change the Status to Active or Inactive to activate or deactivate the sub-category, respectively.

    4. Click on the Update button.

Click here to learn how to create, edit and remove Inventory Categories.

ClosedDelete an Inventory Sub Category

  1. Go to Inventory Sub Categories settings.

  2. Click on the name of the sub category that you want to delete.

  3. Click on the Delete button in the Update Inventory Sub Category window.

  4. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

Only sub categories that haven't been used for Supplier Products and Inventory Items can be deleted.

You can retain a sub category but deactivate it if you don't intend to use it at present by changing the Status to Inactive. You can similarly reactivate it by changing the Status to Active again when you need it.

ClosedAudit an Inventory Sub Category

  1. Go to Inventory Sub Categories settings.

  2. Click on the Audit button next to the sub category that you want to audit View a detailed list of changes made..

Only sub categories that have had changes made to them will have an Audit button.

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.