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Item Categories

Item Categories allow you to categorise items so that when you look up availability, you can hire out an alternative item in that category if the original is unavailable.

Categories are also widely useful across many of our reports, as such it's highly recommended that you set some up!

How to add a new Item Category

  1. From the Main Menu, select Setup then Item Related, then Item Categories.
    This opens the Item Categories page, which lists all the existing categories that have been set up. 

  2. Click the 'New Invoice Category' button.

  3. Enter the Category Name.

  4. Click Save New when completed.

After categories have been added, you can assign a category to an item through the Items page.