# How to Create Categories

1. In the **ERM** page, click on the **Equipment** section and go to the **Categories** screen.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/513b8ded-486c-42f0-a36e-4f274eaf076c/ascreenshot_28641588e10a49a7b2b9db9b578ad625_text_export.jpeg)

2. Click on the **Create New Category** button.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/513b8ded-486c-42f0-a36e-4f274eaf076c/ascreenshot_25428bc663164dc8b5626303ec791b7a_text_export.jpeg)

3. Click on the **Name** field.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/8e118712-680c-429f-8b06-f7ef6ac87e19/ascreenshot_0fd9353724934b4b944a4dfafd677f4b_text_export.jpeg)

4. Type in the preferred name **Category**. In this example we used "Test".
5. Click on the **Parent Category** field.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/be7f6277-dd8b-4220-ba54-9e9f742243ad/ascreenshot_af774e9a0a6f49b1ac3183e63a4a48c1_text_export.jpeg)

6. Select a **Parent Category** from the drop-down list.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/a984e402-42af-4f6e-88ec-c502c0f64032/ascreenshot_34494e49d28b488ebeb50e6f5161651f_text_export.jpeg)

7. Click on the **Description** field and type in the preferred description. 

{% hint style="info" %}
For this example we used "Ford Test"
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/998422f6-d8f1-4506-af83-8928a16f848d/ascreenshot_99aac36d01064e23b8766c08a5ce7ba4_text_export.jpeg)

8. Once all the details are completed, click on the **Save** button.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/bbe2ef20-3c40-46c8-bd9f-d4af823a3710/ascreenshot_583197b2b9ba4319810110b8f8ab9af7_text_export.jpeg)

**Note:** You cannot assign the parent category to a category that has already equipment assigned under it. In this case, click on the "Ok" button" and correct the category error. Save the category once corrected.

{% hint style="info" %}
This is an error message that will show up when a parent category has been mistakenly assigned to a category that has equipment under it already.
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/68df5720-3e16-4289-9ef0-e4ba03b70a73/ascreenshot_9633fd1dbc0241f6b9ddc78f5fd618b2_text_export.jpeg)

9. Once saved, Click on the **EQUIPMENT** tab.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/cb0f1bc2-7393-4353-8e56-98820a99b323/ascreenshot_d235ded62fc54afd9046bc4df412c530_text_export.jpeg)

10. Click on **Assign Equipment**.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/ff5c55f1-31bf-4c98-9bba-8340d232a7f2/ascreenshot_14690084c5e144a0bd49c757339ec106_text_export.jpeg)

11. Select the equipment to be assigned under the category and click **OK**.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/d4d0793f-4b96-4673-9c5c-cda5c6ecac67/ascreenshot_18c82490ae2b45578b38265f471c8544_text_export.jpeg)

12. Click on the **PRICING** tab.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/8fcd2c50-47d8-425c-9368-c6d854070570/ascreenshot_1fbd4969772f4fd28be0351a0ca6a643_text_export.jpeg)

13. Click on **Assign Pricelists**.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/ef7ffa30-ea26-410e-89f6-38b51ad591ea/ascreenshot_ab402a124be34d4e89d5f9a726a787b6_text_export.jpeg)

14. Click on the Pricelist checkbox that will be assigned to the category.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/5ffc9778-9155-421a-9859-d67501356fa0/ascreenshot_3d105bbafc904d9da6603ae2ca276959_text_export.jpeg)

15. Once all details are completed, click **OK**.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/3f4f08bb-eb6b-42e4-a20d-c72755173dac/ascreenshot_e0ad5ba8c26849d392c659f79d50d606_text_export.jpeg)


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