To keep your inventory organised and easy to manage, you can set up categories for different inventory types in FieldInsight.
Why Use Categories?
When managing a large number of inventory items, things can quickly become confusing. Categories allow you to group items under logical labels, making it easier to locate, track, and manage them.
Note: Categories are specific to each inventory type. For example, Services have their own set of categories, and Products have theirs. Categories are not shared across types.
Accessing Categories
To create or manage categories, navigate to one of the inventory item pages (e.g. Services) by clicking Inventory in the left-hand menu, then selecting the desired item type.
Once on the inventory page:
Click the Settings button.
Select Edit Categories from the dropdown menu.
You’ll be redirected to the Inventory Item Categories page, where you can view, create, edit, or delete categories.
Creating Categories
To add a new category, click on the Add text next to the Category column.
A pop-up window will appear where you can enter the name of the new category. If needed, you can also link a supplier to the category—this is helpful when the category will only be used for items supplied by a specific supplier.
When you're finished, click Save to return to the Inventory Item Categories page, or choose Save and add another if you’d like to continue adding more categories.
Managing and Editing Categories
Once categories are created, you can manage them through the dropdown arrow beside each name. Available options include:
Add a sub-category: Add sub-categories to further organise your items.
Move up / Move down: Reorder the categories as needed.
Delete: Remove outdated or unused categories.
We recommend setting up categories for all the service items your business will use—this helps streamline your inventory management and improve clarity across the system.