Create a product category
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.

TIP:

You can filter the Sales revenue report and Stock movement report by product category and sub-category.

Cause
Resolution

Create a product category

  1. Select Products and services.
  2. Select the New Item dropdown, then Manage Categories.
  3. Enter the category name.
  4. To create a sub-category, tick the Make a Sub-Category checkbox and select the parent category it falls under.
    Report on sub-categories individually or rolled up into a parent category.
  5. Select Save.

You can now assign the product categories to your product and service records.

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