How Sub-Category and Primary Category is handled in Data Utility

This enhancement will allow users to import, export or even update Sub-Category and Primary Category of an item through Data Utility.

Sub-Category column is added on Inventory Item import and export. When viewed on an excel format, the data for this column follows a specific XML-like format like the one shown below:

<Category>Bathroom > Accessories</Category><Category>Bedroom > Mirror</Category><Category>Children Room > Mirror</Category>

For Category column, it will be like this:

<Category>Root Category > Child Category</Category>

•<Category> is the beginning tag.

•</Category> is the closing tag.

Note that these tags represent the data enclosed within a category data.

•Root Category is the category that does not have parent (or root) category.

•Child Category is the category that has a parent.

•The greater than symbol “>” represents the linking of the Root category to the child category

Importing

Below is an example of items to be imported on VisionCore.

sub_category1

When imported to VC, it will insert all sub categories and primary category entered on their respective field.

sub_category2

Note that categories, Primary or Sub-Category, that do not exist will be created and inserted on the category table.

Exporting

Here’s an example of an item with the following category setup.

sub_category3

The system exports data in sub category as Sub Category Detail.

sub_category4png

Updating

Updating an existing inventory record will follow the same format for Primary and Sub-Category columns. If category entered is non-existing, it will be created and inserted on the category table during the updating process.

For example, adding sub-category Drawer and Mirror to Inventory Item Bed- Flat Sheet

sub_category5

Update through Data Utility and additional categories will be added on Inventory Item form of Bed- Flat Sheet.

sub_category6

Reference: Task 2457