Navigation: Settings > Inventory Settings >

Category List

 

 

 

 

Categories are labels you create and define with the purpose of:

 

Assigning transactions to them, and

Using reports to track information from your transactions by categories.

Steps on how to Create New Category

1.Go through Settings > Inventory Settings > Category List;

2.Click New Category.

3.Fill the information as per requirement;

4.Save.

Field explained in Inventory Category

          

 

1.New Category: User may use this button to create New Category.

2.Actions: There are three options under Actions, which are Edit Category, Delete Category and Show Inactive Inventory.

          

a.Edit Category: User may change Category’s name by clicking this action.

b.Delete Category: Category with any transaction related will not be able to be deleted. Otherwise, warning will be displayed as “you have items under this Category now, you cannot Delete this category!”

c.Show Inactive Inventory: User may include all the inactive category into Category List by selecting this action.

3.Exit: Clicking Exit will jump back to Dashboard.

 

 

 

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