Categories and shelf locations
Categories keep a long warehouse list readable. The shelf location tells the person loading the van where to find each item.
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Categories
There are two levels: a category and its subcategories, for example Lighting › Spotlights. The warehouse list shows each category as a folder.
- Open Warehouse → Categories (owners, admins, planners and warehouse staff).
- Tap + Category, type the name and choose Where: Main category or an existing category to make a subcategory. Or tap + Sub on a category.
- Tap a category to rename or archive it. A category with equipment can be archived only after you move its equipment, and Move and archive does both in one step.
You can also create a category while adding equipment: type a new name in the Category field. To move several items, tick them in the list and use Move to category.
Archived categories are never deleted. Tick Show archived to restore one.
Shelf locations
Every piece of equipment and every case has a Shelf / location field, for example A3. It is plain text.
The shelf shows in the warehouse list, on the equipment card, on the equipment PDF and on each line in loading and return mode, and you can search the warehouse by it. Import fills it from a Shelf column.