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Categories are labels you create and define with the purpose of:
ØAssigning transactions to them, and
ØUsing reports to track information from your transactions by categories.
How to Create a New Category
1.Go through Settings > Inventory Settings > Category List;
2.Click New Category.
3.Fill the information as per requirement;
4.Save.
Inventory Category Field Explained
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1.New Category: Users may use this button to create a New Category.
2.Actions: There are three options under Actions, which are Edit Category, Delete Category and Show Inactive Inventory.
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a.Edit Category: Users may change the Category’s name by clicking this action.
b.Delete Category: Any transactions related Categories cannot be removed/deleted. When attempted, the following warning message will appear“ you have items under this Category now, you cannot Delete this category!”
c.Show Inactive Inventory: Users may include all the inactive categories into Category List by selecting this action.
3.Exit: Click Exit to return to the Dashboard.
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