Item Categories in CustomBooks™

Item Categories

Item Categories in CustomBooks™

Item Categories allow you to group products and services for better organization, pricing, and reporting. They can be used alongside the Price Matrix to create a complex pricing structure or to simplify the entry of pricing data in CustomBooks™. Once defined, Item Categories can be associated with items and applied to the Price Matrix for pricing purposes.


Viewing Item Categories

To view the list of item categories:

  • Navigate to Lists > Item Categories or Inventory > Item Categories.




Creating Item Categories

  1. Go to Lists > Item Categories or Inventory > Item Categories.
  2. Click Create > New.
  3. Enter a Description for the item category.

  4. Click Save or Save and Close to save the item category.

Note: Item Categories can be copied. Select the item category you want to copy, click Create > Copy, make any necessary changes, and then click Save or Save and Close.

For a step-by-step walkthrough, check out the video below.
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Deleting an Item Category

  1. Navigate to Lists > Item Categories or Inventory > Item Categories.
  2. Select the item category you want to delete.
  3. Click More Actions > Edit > Delete, or right-click the item category, select Edit > Delete.


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