Item Categories
Item Categories
Item Categories allow you to group products and services for the purpose of organization, pricing and reporting. It may be used in conjunction with the Price Matrix to create a complex pricing structure or to simplify the entry of pricing data in CustomBooks™. After Item Categories are defined, they are available to be associated to Items and applied to the Price Matrix for pricing purposes.
Creating Item Categories
- Navigate to Lists → Item Categories.
- Click Create.
- Enter a Description for the Category.
- Click Save to save a draft or Save and Close to finish.
Creating an Item Category
Related Articles
Item Categories
Item Categories Item Categories allow you to group products and services for the purpose of organization, pricing and reporting. It may be used in conjunction with the Price Matrix to create a complex pricing structure or to simplify the entry of ...Item Categories
Overview Items can be grouped logically using categories. Categorizing items can provide the following benefits: Reporting Pricing Categories in Reporting Reports that list multiple items are grouped by their category. This can be helpful when ...How to create a service item?
Creating a Service Item Service items differ from product items in that are not tracked in inventory. To create a service item : Navigate to Inventory → Item. Click Create. Enter an Item Code (product number, sku, etc). Enter a Description for the ...How to create a product item?
Creating a Product Item CustomBooks™ has two types of items: Product and Service. The big difference is that Product items are tracked in inventory. To create an product item : Navigate to Inventory → Item. Click Create. Enter an item Code (product ...Getting Started - Setup Items (Products and Services)
In CustomBooks™, managing your inventory and services efficiently is crucial for smooth business operations. CustomBooks™ allows you to create two types of items: Product and Service. Understanding the distinctions between these types of items and ...