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Manage product categories

Created on  | Last modified on 

Summary

How to manage product categories in Sage Accounting.

Description

Use categories and sub-categories to group similar products together. This helps to find product and service records more easily and helps with analysis and reporting.

Filter the following reports by category and subcategory.

  • Sales revenue report
  • Stock movement report

Resolution

Create a new category: 

  1. Select Products & Services.
  2. Select the New Item drop-down, then Manage Categories.
  3. Enter the category name.
  4. If you want a sub-category, tick the Make a Sub-Category check box and select the parent category it will fall under.
    Report on sub-categories individually or rolled up into a parent category.
  5. Select Save.

Edit a category

If you need to, you can change the name of a category, change its parent category or start/stop it from being a sub-category.

  1. From Products & Services.
  2. Select the New Item drop-down, then Manage Categories.
  3. Select the relevant category you want to edit.
  4. Make the necessary changes, then Save.

Delete a category

When you delete a category, it’s automatically removed from any stock, non-stock or service records it’s associated with. If the category has sub-categories, then the sub-categories become top-level categories.

  1. From Products & Services.
  2. Select the New Item drop-down, then Manage Categories.
  3. Select the relevant category, then Delete .

Assign categories to product and service records

Make sure you've already set up the category as above before you do this.

  1. Go to Products & Services.
  2. Select the relevant record, then Edit.
  3. Select the relevant category, then Save.

 




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