{"id":403,"date":"2019-04-05T15:09:13","date_gmt":"2019-04-05T15:09:13","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=403"},"modified":"2026-07-02T16:06:13","modified_gmt":"2026-07-02T16:06:13","slug":"inventory-categories","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/inventory-categories\/","title":{"rendered":"Creating Inventory Categories"},"content":{"rendered":"<h2>Overview<\/h2>\n<ul>\n<li class=\"CopyofBulletedList\"><span style=\"font-size: small;\">SEOM<\/span>\u00a0uses a variety of lists throughout the program that can be used as they are supplied with the program, or the user may add their own entries to the lists.<\/li>\n<li class=\"CopyofBulletedList\">Assigning categories to products is useful for reporting, accounting, and exporting order information to a fulfillment\u00a0center.<\/li>\n<li class=\"CopyofBulletedList\">Most of the lists that the program uses are accessible via the\u00a0<i>List Maintenance<\/i> screen, which can be found by going to:<\/li>\n<\/ul>\n<p><strong><i>Main Menu&gt;Accordion&gt;Settings&gt;Data Functions&gt;List Maintenance<\/i><\/strong><\/p>\n<h2>Creating an Inventory Category<\/h2>\n<ol start=\"1\">\n<li class=\"p\">Open the\u00a0<i>List Maintenance<\/i>\u00a0screen.<\/li>\n<li class=\"p\">Select the <strong>Inventory Categories<\/strong> entry in the <strong>Select List<\/strong> box.<\/li>\n<\/ol>\n<div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4272 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0187.png\" alt=\"\" width=\"626\" height=\"411\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0187.png 626w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0187-300x197.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0187-50x33.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0187-60x39.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0187-100x66.png 100w\" sizes=\"auto, (max-width: 626px) 100vw, 626px\" \/><\/p>\n<\/div>\n<ol start=\"3\">\n<li>Create the name of a category to associate with items.<\/li>\n<li>Add a fulfillment center if needed.\n<ol type=\"a\">\n<li>Fulfillment centers must be created prior to adding.<\/li>\n<\/ol>\n<\/li>\n<li>Click &#8220;Save&#8221;<\/li>\n<li>The category will be saved in the list.<\/li>\n<\/ol>\n<h2>Assigning an Inventory Category to a Product<\/h2>\n<p>Categories can be assigned to products at the\u00a0<strong><i>Inventory<\/i>,\u00a0<i>Multi-Record &amp; Price Editor<\/i>, and the\u00a0<i>Global Editor<\/i><\/strong>\u00a0screens by making a selection from the\u00a0Category\u00a0drop-down list on each of those screens.<\/p>\n<h3>Inventory Screen<\/h3>\n<ol>\n<li>Open the\u00a0<i>Inventory<\/i>\u00a0screen by going to\u00a0<strong><i>Main Menu&gt;Accordion&gt;Manage My Inventory&gt;View &amp; Manage My Inventory&gt;Item<\/i><\/strong><\/li>\n<li>Navigate to the desired\u00a0<strong>Inventory\u00a0<\/strong>record.<\/li>\n<li>Click the\u00a0<strong>[Edit]<\/strong> button in the upper right-hand corner of the\u00a0<i>Inventory<\/i>\u00a0screen.<\/li>\n<li>Click the down-arrow of the\u00a0<strong>Category\u00a0<\/strong>drop-down list and click on the appropriate pre-defined category to assign to product.<\/li>\n<li>Click the\u00a0<strong>[Save]\u00a0<\/strong>button in the upper right-hand corner of the screen to save the changes or click the <strong>[Cancel]<\/strong>\u00a0button to abandon the change.<\/li>\n<\/ol>\n<h3>Multi-Record &amp; Price Editor Screen<\/h3>\n<p>Changes can be made to multiple products in a single editing session at this screen. Refer to the\u00a0<i>Knowledge Base<\/i>\u00a0article,\u00a0<a href=\"https:\/\/stoneedge.com\/kb\/articles\/multi-record-price-editor\/\"><i>Multi-Record &amp; Price Editor<\/i><\/a>\u00a0for more information.<\/p>\n<p>Changes made at this screen take effect immediately and cannot be un-done. Backup the data file before making mass changes.<\/p>\n<ol>\n<li>Open the\u00a0<i>Multi-Record &amp; Price Editor<\/i>\u00a0screen by going to:<\/li>\n<\/ol>\n<p><strong><i>Main Menu&gt;Accordion&gt;Manage My Inventory&gt;View &amp; Manage My Inventory&gt;Item&gt;Multi-Record &amp; Price Editor<\/i><\/strong><\/p>\n<ol start=\"2\">\n<li>Check the box labeled\u00a0<strong>Category\u00a0<\/strong>on the\u00a0<i>Standard Fields<\/i>\u00a0tab, which is the default view of the screen.<\/li>\n<li>Choose a product in the list of\u00a0<strong>SKUs\u00a0<\/strong>by clicking its row.<\/li>\n<li>Then click in the corresponding\u00a0<strong>Category<\/strong>\u00a0cell and select the appropriate entry from the drop-down list that appears.<\/li>\n<\/ol>\n<h3>Global Editor Screen<\/h3>\n<p>The\u00a0<strong>Global Editor<\/strong>\u00a0is used to make mass changes to a limited number of fields found on an\u00a0<strong>Inventory\u00a0<\/strong>record. The user has the ability control the group of records that will be altered by specifying a value or a range of values as a filter. For more details, see the\u00a0<i>Knowledge Base<\/i>\u00a0article,\u00a0<a href=\"https:\/\/stoneedge.com\/kb\/articles\/global-editor\/\"><i>Global Editor<\/i><\/a>.<\/p>\n<p>Changes made at this screen take affect immediately and cannot be un-done.\u00a0Backup the data file before making mass changes.<\/p>\n<ol>\n<li>Open the\u00a0<i>Global Editor<\/i>\u00a0screen by going to:<\/li>\n<\/ol>\n<p><em><strong>Main Menu&gt;Accordion&gt;Manage My Inventory&gt;View &amp; Manage My Inventory&gt;Global Editor<\/strong><\/em><\/p>\n<ol start=\"2\">\n<li>Select &#8220;<strong>Category<\/strong>&#8221;\u00a0from the drop-down list labeled<strong>\u00a0Change this field:<\/strong>.<\/li>\n<li>Another drop-down list labeled &#8220;<strong>To:<\/strong>&#8221; appears.<\/li>\n<li>Choose one of the pre-defined categories from the\u00a0<strong>To:<\/strong>\u00a0drop-down list.<\/li>\n<li>The selected category will be applied to all inventory records if the\u00a0<strong>In all records<\/strong> check box is selected. To limit the group of records that will be affected by the changes, enter filtering criteria in the <strong>In records where:<\/strong> section of the screen.<\/li>\n<li>The records matching the criteria will populate the\u00a0<strong>Selected Items<\/strong>\u00a0grid at the bottom of the screen.<\/li>\n<li>To make the change in category for the selected records, click the\u00a0<strong>[Perform Edit]\u00a0<\/strong>button at the bottom of the screen.<\/li>\n<li>The program asks for confirmation before making the changes. Click\u00a0<strong>[Yes]\u00a0<\/strong>to proceed or\u00a0<strong>[No]\u00a0<\/strong>to abandon the changes.<\/li>\n<li>Next, click\u00a0<strong>[OK]<\/strong>\u00a0when prompted by the program. .<\/li>\n<li>Click the\u00a0<strong>[X]<\/strong>\u00a0button in the upper right-hand corner to exit the\u00a0<i>Global Editor<\/i>\u00a0screen.<\/li>\n<\/ol>\n<h2>Deleting an Inventory Category<\/h2>\n<ol start=\"1\">\n<li class=\"p\">Open the\u00a0<i>List Maintenance<\/i>\u00a0screen.<\/li>\n<li class=\"p\">Select the <strong>Inventory Categories<\/strong> entry in the <strong>Select List<\/strong> box.<\/li>\n<li>Highlight the entry that will be deleted.<\/li>\n<li>Click &#8220;Remove&#8221; then &#8220;OK&#8221;.<\/li>\n<li>The entry will be removed from the list.<\/li>\n<\/ol>\n<p>NOTE: If any inventory items were using a deleted category, they will not be affected by the change, however you will not be able to search using the deleted category as a filter.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview SEOM\u00a0uses a variety of lists throughout the program that can be used as they are supplied with the program, or the user may add their own entries to the lists. Assigning categories to products is useful for reporting, accounting, and exporting order information to a fulfillment\u00a0center. Most of the&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[20],"ht-kb-tag":[],"class_list":["post-403","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-step-by-step-instructions"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Creating Inventory Categories - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/inventory-categories\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating Inventory Categories - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview SEOM\u00a0uses a variety of lists throughout the program that can be used as they are supplied with the program, or the user may add their own entries to the lists. 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