Categories & Customisation (v2.13.0.2304)
See also the Categories & Customisation (v2.13.0) video tutorial.
Categories & Customisation - Categorise your operations logs, inventory, costs, tasks, etc.
[non-English articles provided by machine translation of the English original]
Administrative Fees & Taxes
Consumables
Docking
Equipment
Food & Meals
Fuel
Insurance
Service Fees (Maintenance & Repairs)
Tools
Utilities
Other (Undefined)
Additionally to the provided default categories, Custom (user-defined) categories may be configured to cover your very own unique needs. Both the default and custom categories are available in various modules and data-entry-forms, including operations logs, inventory, tasks and costs, providing consolidated reporting, especially for incurred Costs.
How to Access the Custom Categories
Click within the Categories field and than click the “Customise categories” button.
How to Register & Manage Custom Categories
- Add a Custom-category: within the categories table you may add any additional custom category you need. Type the new category name and click the “Add” button to add the new category
- Edit a Custom-category
- To edit a custom-category click the pencil icon on the right-side
Type the new name and click the confirm (check) button on the right-side or the cancel (x-mark)
- Delete a custom-category
To delete a custom-category click the trash-bin icon on the right side
How to Manage Custom Categories
Select a Custom-category: after adding a custom category, this appears and can be selected like any other category from within any records supporting categories (operations logs, inventory, tasks, costs, etc).