Categories — create, edit, view (step by step)
Menu: Master Data Management → Categories
How to create a new category
- Click Add Category (top right; only if your role may add categories).
- A side panel opens with the title Add Category.
- Fill the fields (see Required and Optional below).
- Click Create Category at the bottom.
- Wait for success; the panel closes and the new row appears in the table.
If save fails: read the red toast (for example permission or server error).
How to edit a category
- In the table, find the row and click the pencil (Edit) icon.
(Only if your role may change categories.) - The panel title shows Edit Category; ID is shown read-only.
- Change Category Name, Category Type, Status, Minimum Age, or image as needed.
- Click Update Category.
Image: use Change Image or Delete (confirm dialog) as needed. While the image uploads you may see Updating Image….
How to view a category (read-only)
- Click the eye (View) icon on the row.
- The panel title shows View Category. Fields are not editable.
- Click Close at the bottom (or X in the header).
What you must fill (required)
| Field | When is it required? |
|---|---|
| Category Name | Always, for create and edit. Empty → Category name is required. |
| Category Type | Always — choose Product, Ingredient, or Packaging. |
Minimum Age
- If the Minimum Age switch is OFF → you do not need a number.
- If the switch is ON → you must enter an age 0–150.
Errors: Please enter a minimum age when minimum age is enabled. · Minimum age must be a number between 0 and 150.
Category image
- Not required — you can save without an image.
- If you add one: must be an image file and under 1 MB after rules on screen.
What you can fill (optional)
| Field | Notes |
|---|---|
| Status | Active (1) or Inactive (0) — default is usually Active when adding. |
| Category Image | Recommended 500×500 px, 1:1; crop dialog after file pick. |
| Minimum Age | Only when selling age-restricted groups; leave switch off if not needed. |
Other actions on this screen
| Action | How |
|---|---|
| Search / filter | Category Name, Sequence No, Type, Status — optional; narrows the list. |
| Reorder | Drag the grip handle on a row; order saves to the server. |
| Import CSV | Upload icon — opens import (only if your role may add categories). Use a .csv file as instructed in the dialog. |
| Refresh | Circular arrows — reload list. |
Import file (CSV)
Use the upload icon when you are allowed to create categories. The import window explains which columns and file type are expected. If you are unsure of the template, ask your administrator.