8.3 Update job Categories

To update existing Job categories, navigate to the Categories option in the Admin menu.

Step 1: Select the Inventory Category tab, then select the manage (pencil) button for one of categories in the list:

Step 2: Update the fields for the selected job category:

  • Name: The name of the job category that will appear on the job
  • Default Output: Select the toggle to choose if the default output should be set to search for Inventory or Products
  • Colour: Select the colour the job card will appear in

Step 3: Select the Custom field and update the layout of the custom job export report for this category

Step 4: Select the Fields tab and add any custom fields for the job card:

These custom fields will be editable on the job for this category:

Step 5: Select the Steps tab and add steps for users to complete on a job:

Steps can be skipped or completed on the job:

Step 3: Select the Save button to update the category OR select the Cancel button to close the modal, then the item will not be updated: