New Categories can be added using the following method:

• During creation of a new Child Location for a Location, not based on an existing Category.

New Child Location with new Category

This method will add a new Child Location with a new Category. To add a Category using this method:

• From the Location front view of an existing Location, click on the Location Name.
• Select the Child Locations tab in the Details view.
• If the criteria for adding a new Child Location (see Criteria below) is met, the Add Category button will be shown.
• If the criteria is NOT met (see Criteria below), hovering over the Information Icon will give a description of why.
• Click on the Add Category button to add a new Category Location with a new Category.
• You will be asked to provide an initial set of information for the new Category. Category name is a required field, others are optional.
• By Default, the new Location will be given the Category Name of the current Location, which will be the Parent Location for the new Location. This can be changed during this add process.
• The new Category and category Location will have all other default field values set (see Fields for Categories and Locations), and have a blank Images for both Category and Location.
• The new Category and Location can then be edited and changed as required. e.g. To set the Logo Image or Icon Image.

Criteria

The following current Location criteria must be met when adding a new Child Location with a new Category.

• The Location must be in an Active state.
• The Child Location Lock must not be set (check unmarked).
• If you are not the Owner of the current Location, the Child Location Add Public must be set (check marked).
• The Child Location Limit must not have been reached.