Categories

On the CATEGORIES part, the user has an option to ADD, DELETE, or EDIT the default categories according to their preference.

Just go to ‘Settings’ then click on ADD NEW CATEGORY.

The user can now add another category to the box. This makes it easier for the user to manage the type of asset/s that are on the platform.

Click ADD has once done.

The added category should show on the CATEGORIES page when it has been successfully added.

For necessary changes, make use of the hand-like and the trash bin icons beside its description.

The hand-like icon is to EDIT, while the trash bin icon is to DELETE

To EDIT

To DELETE

IMPORT NEW CATEGORIES

This is for a large number of categories because this will be through an excel file, which will be filled out and imported back to the platform.

This saves time on adding a new brand one by one, instead, fill it out on a spreadsheet and then just upload it back.

On the same page of the ASSET STATUS, go to ACTIONS, then look for IMPORT NEW CATEGORIES.

The user will have the option to download its template and then fill it out when it has been downloaded.

Fill out the necessary information on the spreadsheet

When it has been completed, upload the file for import, then click NEXT.

A Map Field will be shown for the guide fields on the added category, click NEXT.

The added categories are shown along with the user’s preferences below and are ready for IMPORT.

When the added categories were successfully imported, they  will show on the CATEGORIES page.

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