Role Navigation
Swipe roles, tap to open submenuAccountant • Categories
Standalone submenu content with role-aligned workflow and execution checkpoints.
Overview
Categories is one of the inventory master pages required for clean item creation, movement tracking, and report quality. Accurate setup here prevents downstream inventory errors.
Workflow Execution Steps
- Open categories master and add/update reference records.
- Validate naming consistency and active usage.
- Save master updates with clean taxonomy.
- Verify categories are selectable in item and movement forms.
Reference Screenshots