Category (For Items)

Category (For Items) are a set of classification codes used throughout the global marketplace to identify goods and services. You can group goods and services into hierarchical categories such as Office Supplies, Sports Equipment, etc. used in catalogs, procurement transactions, sourcing events, and contracts.

1. Log in to the IENT Application.

2. Go to Settings > Global Data > Category (For Items).
   You will be able to view all your existing categories.

   

   See here to explore how you can search, view, sort, and filter all the displayed records.

3. To add a category, click on the + button in the top right corner, and add the following mandatory details and click Submit:

   

   • Item Category Name

   • Status

   • Item Category Code

   • Parent Category (optional)

4. The record gets listed in the Category (For Items) screen.
   

   

5. To download a list of category, select the groups and then click on the kebab menu on the top right corner of the screen and select Download Options. You can download the list of commodity groups as needed:

   

   • Download as PDF: Export all the selected records in the data table in PDF format.

   • Download as CSV: Export all the selected records in the data table in CSV format.

6. To export category to a specific tenant, select the groups and then click on Export to Tenant from the kebab menu on the top right corner, and select a target tenant.

   

   The selected tenant will have to approve the import request through their account. See here for more details on how to approve data import requests.