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:
- Select Products & Services.
- Select the New Item drop-down, then Manage Categories.
- Enter the category name.
- 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. - 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.
- From Products & Services.
- Select the New Item drop-down, then Manage Categories.
- Select the relevant category you want to edit.
- 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.
- From Products & Services.
- Select the New Item drop-down, then Manage Categories.
- 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.
- Go to Products & Services.
- Select the relevant record, then Edit.
- Select the relevant category, then Save.