Keeping your equipment neatly organized in categories makes tracking and managing your equipment inventory easier.
Configuring your Categories
Adding an Item Category
Go to your Settings in the bottom left corner of your screen
Next, select Categories
In the top right corner, select Add New Category
Choose and write the name of your new category, e.g., Audio, then click Add Category
You also have the option of adding subcategories to your newly added category. Click the three dots on the end of the new category line and select Add Subcategory and proceed as you did for your new category
Click on the three dots on the line of your newly added subcategory to add a subcategory. For example, you could make a category: Audio, subcategory: Headphones, subcategory of headphones: Apple Airpods)
Changing the Category Of A Single Item
Select Items, then click a specific Item
In the header, linger your mouse over the category until the pencil icon appears. Click the pencil to start editing the Category. You can choose a category you created from the dropdown menu. To finish, click Update.
Note that once you select a new category for that item, it will be moved to the newly selected Category.
Moving Multiple Items To Another Category
Select Items, then make sure you're in Table View
Use the checkboxes to indicate the items to move
Click Bulk actions, then select Edit Items
Choose the Category where you want to move the item
Finding Back Equipment By Category
Click the Advanced Search Icon to open the panel
Select a Category to filter the results
Equipment Per Category On The Dashboard
Use the Items By Category chart
Pick a Category to filter items