Item Category helps you group similar products for easy inventory management and reporting.
For example: Grocery, Electronics, Dairy, Stationery, Clothing, etc.
Steps to Create, Edit & Manage Item Category
1. Click on Masters.
2. Select Inventory Info.
3. Click on Item Category from the list of inventory info options.
4. Click on “Add Category” button to create a new category.
5. Enter the Category Name
Eg: Grocery
6. Click on “Save” to save the new category.
7. Click on OK when the pop-up message appears with “Saved Successfully.” The newly created category name will now be listed in the Category List table.
8. You can edit or delete the category anytime.
9. To edit a category, click on Edit.
10. Change the Category Name as needed
11. After editing, click on “Save” to update the category.
12. To remove a category, click on “Delete”. Then, click “OK” to confirm deletion or “Cancel” to abort.
13. Click on the “BACK” button to return to the main dashboard.
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