Purchase Categories

Section: Purchase Management
URL: /admin/purchase/categories
Page title: (2) Categorii produse

Overview

Classify purchase items into categories for reporting and approval routing.

Business value

Classifies purchase items into procurement categories (IT, marketing, raw materials, services) for spend analysis and approval routing.

• Who uses it: Procurement, finance
• Key benefit: Spend visibility per category drives strategic sourcing decisions.

Typical use cases:

• Annual spend cube by category for sourcing strategy
• Different approval thresholds per category

At a glance

Accessing this module

From the admin sidebar, navigate to Purchase Categories, or open the URL directly:

/admin/purchase/categories

List view

The list view shows existing purchase categories records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Purchase Categories from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/purchase/categories