For a video overview, please click here: How To Manage Categories/Filter Options for Inventories
With SeaLogs, conveniently group your Inventory into Categories.
To select a Category or multiple Categories for an Item, please start at the Inventory List section. Select an Item, and click Edit.
This opens up the details about that Item.
Scroll down until you see 'Categories' and click to expand.
Select the relevant Categories that the Item relates to. You are not limited to just one, you can select multiple categories from this list.
If there are Category options listed here that aren't applicable to your operation, or you wish to add your own Categories, click the Add New Category button.
Alternatively, you can navigate your way to the Main Menu - Settings section. (Note, you will need to have Admin permissions to access this).
Select the heading - Invent/Tasks Setup, and click on Categories.
This opens up a list of options. From here, you can click on the Edit Pencil to Edit the names, you can click on the rubbish bin icon to remove Category options.
To add a new category, select the plus button below.
Fill up the details such as Name and Abbreviation if any. The Type field corresponds to the smart filters across the top of the Inventory page. Then click Add.
Once you have added your category item, you can add another one by clicking the 'Add Another' button or go back to the Inventory List by clicking Category List. The list of options for the Categories will now be updated based on the information set in the Settings section.
To manage and search based on Category filter, go to Inventory and select
In the example below, we selected Equipment. This will display all the inventory items that are categorized under Equipment.
Alternatively, you can also search using the Search functionality.
Go to the Category field. This will display a detailed list of your categories. Select one of the options then click 'Search'.
Any questions or assistance with this, please don't hesitate to contact us at info@sealogs.com