Manage product categories

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

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.

• Create new product and service records