Create the categories

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The next step in the process is to create the categories, if you want to bundle your items into categories. (Do not confuse this term with the item category 1-6 in IBS Enterprise.).

  1. Click Catalogue elements.
  2. Click New.
  3. You access the New category window:
  4. Panel image

    Complete the following information:

    Element type
    Category is defaulted.
    Element code
    Enter the name of the category element.
    Description
    Enter the description. You can also translate the descriptions into any supported language.
    Internal name
    Unless manually entered, the internal name is automatically set to the same as the description, but with upper case letters.
    Attention code
    Select the applicable attention code from the drop down list, if any, to be assigned to this catalogue.
    Valid from date
    Optional entry. Enter the date from which the category is valid.
    Valid to date
    Optional entry. Enter the date to which the category is valid.

    Click OK. Exit the routine.

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