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Working with Item Categories

Categorizing Items ensures your items are organized and sorted efficiently. Examples of categories by type of product is: Electrical/Computers, Electrical/Televisions etc.

You can define your own list of available Categories.

Each Item can have up to four Categories.

Categories can then be used as search criteria.


Working with Items

How to create a new Category

  1. From the Explorer, click Products/ServicesItem Categories.
  2. Click ‘Create Newplus from the Action Bar or the Green  in the Explorer
  3. Fill in the Category name and optional description.
  4. Click ‘Save‘.
  5. The new Category will now be available to assign to Items.

How to View Attributes and Categories in the Item List

  1. From the Explorer, click Products/ServicesItems.
  2. Navigate to the tab ‘Extra Columns’.
  3. Select the Categories and/or Attributes checkbox. (See below)

Show Assigned Attributes and Categories

Show Assigned Attributes and Categories

4. Now you can either do an Advanced Search, Normal Search, or List All Items.
5. The Item Categories and Attributes will now show in the Item List. (See below)

Item List showing Attributes and Categories

Item List showing Attributes and Categories

Also Read About

Working with Items
Working with Item Attributes
Working with Classifications