Add New Item Category and Sub-Category

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Follow the below steps when you do not have a Category and/or Sub-Category that relates to the item you want to add.

These steps are for Item Codes, such as products, notes and non-chartable items.

Add CATEGORY

  1. Click the navigation menu > Location Setup > Items page

  2. Click CATEGORY

    1. Enter the name of the new category

    2. Click OK
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Add SUBCATEGORY 

  1. Click the navigation menu > Location Setup > Items page

  2. Select the CATEGORY to add the new sub-category to

  3. Click SUBCATEGORY

    1. Enter the name of the sub-category

    2. Click OK

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Links:

Add New Item Code to Existing CATEGORY / SUBCATEGORY

 

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