Upsilon-ERP Help System
Product Categories
Upsilon-ERP > Stock Control > Product Categories

The Upsilon Product Categories option is used to create product categories.  Product records created within the Products option can then be assigned a product category.

For further help on the grid and form options click the respective tab pages below.

Upsilon Product Categories grid allows you to browse, filter and sort the product category records that you have created within the Upsilon Product Categories module.

TIP: Clicking the pencil icon will launch the form in edit mode for the selected record.

Toolbar

Toolbar Item Description

The Quick Search option can be used to quickly filter the grid.

NOTE: Fields searched by the Quick Search option are Category Code and Description.

Add New record.

The search button can be used if a more detailed search is required.  Using this option the grid can be filtered by any value in any field.
The Export button is used to export the grid records to an external, downloadable data file.  Supported file formats are MS Excel, CSV and XML.  At time of export there are also options to specify which columns are included in the exported data along with other file type specific options.
The Settings button can be used to customise the column layout of the grid by adding or subtracting grid columns.  The status of the grid can also be saved so that the required grid status can be loaded again at a later time.
Refresh the grid.
Calls context sensitive help system.

The Upsilon Product Categories form allows you to edit, save or delete the selected product category record.

Toolbar

Toolbar Item Description

Add new record.

NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons.  Add will add the new record and Cancel will return the form to Edit mode.
Save the form.

Delete the current record.

NOTE: The system will not allow deletion of a Product Category Record if it is assigned to one or more Product records in the Products option.
Call the context sensitive help system.
Return to calling grid.

Mandatory Fields

Field Name Notes
Category Code The Category Code field Is editable only upon adding new records and must be unique within the Product Categories option.

See Also