This data is used for the Models setting, Accessories, Licenses, Component and Consumables menu.

QTY column: statistics of the number of assets in each category.

Add New Category

To add a new category to your organization:

• Step 1. Go to Settings menu under Fixed Equipment module from the left sidebar -> Select the Categories menu
  
• Step 2. Click on the Add button on the top.
  
  
• Step 3. In the Add Category popup, fill the following details:
   
  
  1. Category Name: The name of the category (e.g., Laptops, Monitors, Software Licenses).
  2. Category Type: Choose the type of asset such as Accessory, Asset, Consumables, Component, License.
  3. Category EULA: Enter the EULA (End User License Agreement) text associated with this category, if applicable.
  4. Use the primary default EULA instead: Select this if you want to use a pre-defined global EULA. Currently, this has no effect on system behavior—it's for reference only.
  5. Require users to confirm acceptance of assets in this category: Check this if assets in this category require user acknowledgment. Currently, this setting is informational and has no enforcement.
  6. Send email to user on check in/check out : Enable this to notify users via email when assets in this category are checked in or out. This setting does not trigger actual emails at the moment.
  7. Upload image: Upload a representative image for this category for easier visual identification.
     

• Step 4. Click Save button 

Edit Category

To edit the details of an existing category:

• Step 1. Go to Settings menu under Fixed Equipment module from the left sidebar -> Select the Categories menu.
• Step 2. Hover over the category to be edited and click Edit
  
  
• Step 3. Make the necessary changes.
  
• Step 4. Click Save

Delete Category

If a category is no longer operational, you can delete it. To delete a category:

• Step 1. Go to Settings menu under Fixed Equipment module from the left sidebar -> Select the Categories menu.
• Step 2. Hover over the category to be deleted and click  Delete
  
  
• Step 3. Confirm your selection in the following pop-up. The category will be deleted.