How To Edit A Category

Editing Categories

There are many ways to edit Item Categories.

You can make edits from the individual item category record.

You can also click on the "pencil" icon or the "options" icon (three vertical dots -- then click on the "Edit Record" option) at the far right of the category row.


An example of the pencil and options menu for an item category.

Clicking through either of these options will open the Edit Record pop-up window.


An example of an Item Category edit window.

Deleting Categories

You can delete a category from either its record view or through the category's options menu.


Deleting a category does not delete the items assigned to the category; it will only remove the reference from the items when deleted.

Last reviewed: November 2023
How To Edit A Category
An overview of the edit options available to edit or delete an item category.