Category Master
Navigation Path
Company → Masters → Category Master
Module URL
/masters/category-master
1. Category List Page
URL
/masters/category-master
Page Description
- Displays all configured categories
- Allows users to search, edit, and delete category records
- Categories are used across multiple master and transaction modules
List Table Columns
| Column Name | Description |
|---|---|
| S No | Serial number |
| Category | Category name |
| Actions | Edit and Delete |
Available Features
- Global search by Category Name
- Column-level filter for Category
- Checkbox selection for rows
- Edit and Delete actions for each record
Row Actions
| Action | Description |
|---|---|
| Edit | Opens Edit Category page |
| Delete | Opens delete confirmation popup |
2. Add Category Page
Page Description
- Allows administrators to create a new category
- Categories are used for classification and reporting
Add Category – Fields
| Field Name | Type | Mandatory | Description |
|---|---|---|---|
| Category | Text Input | Yes | Enter category name |
Actions
| Action | Behavior |
|---|---|
| Save | Validates and saves the category |
| Reset | Clears entered value |
| Cancel | Returns to Category List page |
Validation Rules
- Category field cannot be empty
- Duplicate categories are not allowed
3. Edit Category Page
Triggered From
Category List Page → Edit icon
Page Description
- Allows modification of an existing category
- Field is pre-filled with saved data
Editable Fields
| Field Name | Editable |
|---|---|
| Category | Yes |
Actions
| Action | Behavior |
|---|---|
| Update | Saves the updated category |
| Cancel | Discards changes and returns to list |
4. Delete Category
Triggered From
Category List Page → Delete icon
Confirmation Message
“Are you sure you want to delete this Category?”
Actions
- Yes / Confirm → Permanently deletes the category
- Cancel → Closes the confirmation dialog
Delete Behavior
- Deletion is permanent after confirmation
- Deletion may be restricted if category is mapped to:
- Clients
- Units
- Payroll or statutory configurations
Summary
The Category Master provides a centralized way to manage classification data used throughout the system, ensuring consistency and structured configuration.
End of Documentation