Assign product categories to product and service records
Description

After you create product categories and sub-categories, you can assign them to the product records. This allows you to group similar products together, to help you find product and service records more easily and help with analysis and reporting.

TIP:

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

Cause
Resolution

Assign product categories to product and service records

  1. Open Products and services.
  2. Select the relevant record, then select Edit.
  3. Select the relevant category, then select Save.
Steps to duplicate
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