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
-
Go to Locations Setup > Items
-
Click Category
-
Enter the name of the category
-
Press the F5 key to refresh the screen and save to the database
-
Add Sub-Category
-
Go to Locations Setup > Items
-
Select the Category to add the new sub-category to
-
Click SubCategory
-
Enter the name of the sub-category
-
Press the F5 key to refresh the screen and save to the database
-
Comments
Article is closed for comments.