# Categories

## Categories

The Categories section displays a hierarchical list of equipment classifications used to organise equipment.

<figure><img src="/files/rHUBkrTEx6mzMERC6FA6" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
The Categories screen allows the user to book equipment by category on Agreements and Proposals in ERM.
{% endhint %}

You can create bookings at a category level of its associated equipment. When equipment is booked by category, the user will be prompted to select the specific piece of equipment when the item is shipped in the logistics dashboard.

#### Actions <a href="#interface-navigation" id="interface-navigation"></a>

| **Control / Button**  | **Description & Function**                                                                           |
| --------------------- | ---------------------------------------------------------------------------------------------------- |
| + Create New Category | Located at the top left. Click this button to define a new equipment category.                       |
| Clear Filters         | Located at the top right. Removes any active search criteria to display the full list of categories. |

**The Category Grid**

The main view displays a list of all defined equipment groups.

| **Icon/Feature** | **Function**                                                                                                        |
| ---------------- | ------------------------------------------------------------------------------------------------------------------- |
| Expand Arrow     | Indicates a Parent Category. Click the arrow to expand the row and view sub-categories (children) nested within it. |
| Category Name    | The system name for the group.                                                                                      |
| Filter Icon      | Located in the column header. Click to search for a specific category by name.                                      |

**Row Selection**

* Highlighting: Clicking on a row selects that category. This is typically the first step to editing or viewing the specific properties of that group.

**Footer Controls**

* Pagination: Use the controls at the bottom to navigate through large lists of categories. You can adjust the Page Size or use the arrows to move between pages.


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