Sales
To categorize products
- Select “Inventory” from the navigation menu.
- Select “Products & Services“.
- Add a new product or edit an existing one as required.
- For more information, please refer to “Adding a Product” or “Editing a Product“.
- Set the “Category” in the “Item Details” section.
- Select the “Category” using the drop-down menu.
- Input a new category name and type the “Enter” key to add a new category to the list of categories in the item’s entry screen.
- For more information on adding items’ categories in the Products’ Settings, please refer to the tutorial “Managing Products’ Categories“.
- Input a new category name and type the “Enter” key to add a new category to the list of categories in the item’s entry screen.
- Select the “Category” using the drop-down menu.
- Proceed with the item’s data entry or editing as required.
- Click “Save” to save the new item, or “Update” to save your edits.