The Category Details screen is the drill-down view for a single category. It shows the items within that category, their identifiers (barcode/SKU), unit, reorder point, on-hand quantity, and stock status. It also provides category-level summary metrics (inventory count, units on hand, low stock, out of stock).
How to open
From Categories, click on a category name (e.g., “Cleaning Supplies”).
What you see on this page
Category header (left/top)
Category name
Category code (unique identifier)
Category type label (Primary category / Subcategory)
Top actions (right)
Export: exports the items list for this category (filtered view).
Print: prints the category inventory summary/list.
Summary metrics (cards)
Inventory: number of distinct items in this category.
Units on hand: total on-hand units across all items in the category.
Low stock: count of items flagged as low (at/below reorder point).
Out of stock: count of items with zero on-hand.
Filters (left panel)
Search items: find an item within this category.
Status tabs:
All: all items in the category
Low: items that reached the reorder threshold
Out: items with zero on-hand
Unit filter: filter by unit of measure (e.g., piece, box).
Pagination size: e.g., “10 per page”
Reset: clears filters and restores defaults.
Items table (main area)
Item: item name with thumbnail (if available).
Barcode: item barcode (if set).
SKU: item SKU.
Unit: unit of measure.
Reorder point: threshold used to classify Low stock.
On hand: current on-hand quantity for the item.
Status: quick stock status indicator (e.g., OK when above reorder point).
Actions: item-related actions (view/edit/print/labels depending on configuration).
Primary action
Edit category: opens the category edit form to update name, parent, color, or status (depending on your system rules).
Typical scenario (monitor a category’s stock health)
Open Categories and select the relevant category.
Review summary metrics to understand overall availability.
Click Low to view items that need replenishment.
Export or Print the list for procurement or warehouse planning.
Receive stock using an inbound movement to replenish items; quantities will update automatically.
Notes & best practices
Use Category Details as a live “mini-report” for each category—especially helpful for departments like Cleaning Supplies, Beverages, Spare Parts, etc.
If an item shows Out of stock, you must record a Receiving (inbound) movement to increase on-hand (inventory is movement-driven).
Keep categories clean and consistent; too many overlapping categories reduces reporting value.