Categories — create, edit, view (step by step)

Menu: Master Data Management → Categories

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How to create a new category

1. Click Add Category (top right; only if your role may add categories).
2. A side panel opens with the title Add Category.
3. Fill the fields (see Required and Optional below).
4. Click Create Category at the bottom.
5. Wait for success; the panel closes and the new row appears in the table.

If save fails: read the red toast (for example permission or server error).

Caption: Add Category panel with create fields

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How to edit a category

1. In the table, find the row and click the pencil (Edit) icon.
   (Only if your role may change categories.)
2. The panel title shows Edit Category; ID is shown read-only.
3. Change Category Name, Category Type, Status, Minimum Age, or image as needed.
4. Click Update Category.

Image: use Change Image or Delete (confirm dialog) as needed. While the image uploads you may see Updating Image….

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How to view a category (read-only)

1. Click the eye (View) icon on the row.
2. The panel title shows View Category. Fields are not editable.
3. Click Close at the bottom (or X in the header).

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What you must fill (required)

Field	When is it required?
Category Name	Always, for create and edit. Empty → Category name is required.
Category Type	Always — choose Product, Ingredient, or Packaging.

Minimum Age

• If the Minimum Age switch is OFF → you do not need a number.
• If the switch is ON → you must enter an age 0–150.
  Errors: Please enter a minimum age when minimum age is enabled. · Minimum age must be a number between 0 and 150.

Category image

• Not required — you can save without an image.
• If you add one: must be an image file and under 1 MB after rules on screen.

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What you can fill (optional)

Field	Notes
Status	Active (1) or Inactive (0) — default is usually Active when adding.
Category Image	Recommended 500×500 px, 1:1; crop dialog after file pick.
Minimum Age	Only when selling age-restricted groups; leave switch off if not needed.

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Other actions on this screen

Action	How
Search / filter	Category Name, Sequence No, Type, Status — optional; narrows the list.
Reorder	Drag the grip handle on a row; order saves to the server.
Import CSV	Upload icon — opens import (only if your role may add categories). CSV reference: Import CSV format (Categories); blank template: download CSV.
Refresh	Circular arrows — reload list.

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Import CSV format (Categories)

Download a blank template: Categories import template (CSV) — first row is the header; add one row per category.

The Categories Import dialog accepts a CSV with a header row. Column names are read as below (you can use either name where two are listed).

Column	Accepted header names	Notes
Category name	category, name, or category_name	If missing, a placeholder name like Category 1 is used.
Status	status	Active, 1, or numeric 1 -> active; anything else -> inactive.
Image / attachment	attachment	Optional (URL or path as your process expects).
Sequence number	seq_no or sequence	Integer; defaults to row order (1, 2, 3...).

module_type is set internally by the app during import, so you do not need a column for it.

Use UTF-8 encoding if names include special characters. After upload, server-side validation errors are shown in the import result toast.