Objective
Gain control over the categorization process, leading to tailored and efficient procurement operations.
Streamlined access to categorized materials enables better planning and allocation on the job site, enhancing daily workflow efficiency and reducing time and effort to create field requisitions.
Background
Company Items are designed to be a master list of all of the materials that your team members are ordering for all projects. Company Items empower your organization to create consistency around the items that field teams are requesting, as well as effectively track inventory of these items from both a project and warehouse perspective.
Creating groupings for your items is valuable because they make finding items more efficient through browse-friendly categorization.
Points to Consider
System Admin permission is required to access System Settings > Catalog Categories.
Users can search Company Items when building a material list regardless of the Catalog Categories that the item resides in.
Simply enter item keywords in the search bar and select the needed item when results appear.
Manually Create Catalog Categories
In System Settings, click on the + button at the top
Enter the new top-level Category Name
Hover over a Category to reveal additional options
Plus Icon - Add a new sub-category
Pencil Icon - Edit an existing category name
Trash Icon - Delete this category (only allowed if no items belong to this category)
Photo Icon - Add an Image URL
This must be a link to an image on a website
Once you have found the image you want to use, right click > copy image address, then paste
Bulk Import Catalog Categories
Please leverage the Catalog Categories Import Template
Rename each Parent and Sub Category to your preferred groupings
You can continue to add additional Parent and Sub Categories beyond the five placeholder rows provided
Delete any row(s) that you do not want added to StructShare
Save the file
In StructShare > System Settings, click the Upload button at the top of the page
Select the file and proceed with import
The system will advise if the upload was successful and the new Categories will appear
Bulk Edit Categories
In the Company Items page, you can select multiple Items and bulk edit the Catalog Categories
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Questions?
Live Chat through StructShare:
Email: support@structshare.com
Phone: 929.567.3474