Categories

Products/Services > Item Categories.

Set and Add Item Categories

Go to Item > Classification (tab) > Categories, and select from the dropdown of preset categories.

To add new categories, go to Products/Services> Item Categories > Add Category and key in the new category name.

If it is a subcategory, select the Parent Category from the dropdown, and click OK. Users may have as many subcategories as they wish.

Users can edit categories and subcategories using the three dots at the side of each row. Edit the category name, change the parent category, move the category up and down the list and delete.

Search using Categories

Once you have set a category, you can search using it as a filter. Go to the Item List and click Advanced Search, scroll down to Categories/Class/Tags, select using the dropdown and click Search.