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Up to three separate item categories can be assigned to an item and are used in various reports to create subtotals or filters.

View/Edit Item Categories

You can open an existing item category in 2 ways:

  • Operations – Inventory – Item Categories in the left hand navigation, and then click on the one you want to open
  • category-list-view
  • Or, on an item form on the Item Categories tab, click the blue title next to the item category you want to open (as pictured below)category-click


Create New Categories

Item categories can be created in 2 ways:

  • On an existing item category form, click Save & New and this will open a new form where you can enter the category name and then save it
  • category-add-window
  • Or, on an item form on the Item Categories tab, type in the text of the new item category you want to add in the item category field and then hit tab and it will popup a window asking if you want to add this new category. ¬†Click Yes and the item category form will open with this new name so that you can save itcategory-add-by-typing-prompt

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