Wiki source code of Create Categories

Last modified by David Stadnyk on 2026/04/21 15:57

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1.1	1	{{include reference="KBArticleHeader.WebHome"/}}
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	3	= Create Categories =
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7.1	5	Categories are used to organise inventory items and are displayed in the online store and in reports.
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7.1	9	== Navigating to Categories ==
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7.1	11	1. Click Setup in the left-hand navigation sidebar.
	12	1. Hover over Inventory to expand its submenu.
	13	1. Click Categories.
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7.1	15	This opens the Categories list, which displays all existing categories with the following columns:
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7.1	17	\|=Column\|=Description
	18	\|ID\|A unique identifier for the category.
	19	\|Name\|The name of the category.
	20	\|Account Code for Accounting Software Integration\|The associated accounting code, if configured.
	21	\|Actions\|Links to Edit or Delete the category.
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7.1	23	----
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7.1	25	== Creating a New Category ==
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7.1	27	Click Add New in the top right of the Categories list to open the Add Category screen. Fill in the following fields:
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7.1	29	\|=Field\|=Description
	30	\|Name //(required)//\|The name of the category. Appears in the online store and in reports.
	31	\|Description //(required)//\|A description of the category. Appears in the online store.
	32	\|Account Code for Accounting Software Integration\|The account code associated with this category from Simply Accounting or QuickBooks, if applicable.
	33	\|Image\|An optional image for the category. Appears in the online store. Click Choose File to upload one.
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	35	Click OK to save the category, or Back to return to the Categories list without saving.
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1.1	37	{{include reference="KBSupportCTA.WebHome"/}}