Master data: Categories

Categories for products, components and materials of a product and the packaging materials can be created in Master data > Categories to make it easier to find them in the warehouse.

A category can be selected for each product, component and material of a product and for packaging materials when creating and editing packaging specifications and in their instructions so that the effort is minimized during production.

Create instruction for a packaging specification

The categories are retrieved from the Packaging Control client.

There are three predefined categories that cannot be deleted or edited:

LCR — load unit
Carrying equipment for combining goods into one loading unit
MAT — material
Product, component or material of a product to be packed
PLT — packaging
Packaging or wrapping of a product, component or material of a product

Element/icon Description

psm_refresh

Refresh page.

delete_blue

Delete category that has been selected.

Only the Administrator has the right to delete.

edit_blue

Edit category that has been selected.

add

Create a new category.

Create a new category

When creating and editing packaging specifications and their instructions, a category can be selected in each case for products, components and materials of a product and the packaging materials.

Create instruction for a packaging specification

The information is retrieved by the Packaging Control client to make it easier to find in the warehouse and to minimize effort.

To select a category when creating packaging specifications, categories must be created.

Prerequisite

Expert or Administrator role

Procedure

Open the Master data > Categories menu.
Master data: Categories
Use in the header to open the Add new category dialog window.
Enter the following details:
- Key
  Enter three characters to identify the category.
- Description
- Context
  Packaging specifications : The category can be selected when creating and editing packaging specifications.
Use Add to create the new category.

The new category appears in the list of categories.

Continue with Edit category to edit a category.
Continue with Delete category to delete a category.

Edit category

The description of added categories can be changed.

Predefined categories cannot be edited.

Requirements

At least one category has been created.
Create a new category
Expert or Administrator role

Procedure

Open the Master data > Categories menu.
Master data: Categories
Select the category you want to edit from the list of categories.
Use in the header to open the Edit category dialog window.

Only categories that have been added to the predefined categories can be changed.

The key and context of a category cannot be edited and are therefore grayed out.
Edit the description of the category in the text box under Description.
Apply the changes using Edit.

The category appears in the list of categories with the modified description.

Continue with Delete category to delete a category.

Delete category

Categories that have been added can be deleted.

Predefined categories cannot be deleted.

Requirements

At least one category has been created.
Create a new category
Administrator role

Procedure

Open the Master data > Categories menu.
Master data: Categories
Select the category to be deleted.

Predefined categories cannot be deleted.
Use to delete the selected category.
Confirm in the dialog window with Yes to permanently delete the category.

The selected category is no longer displayed in the list of categories. When creating a packaging specification, the category can no longer be selected.