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.

See How to Create and Assign Item Categories

This video shows how to create Item Categories in CustomBooks, assign a category to an inventory item, and use categories to help organize items in lists and reports.

Video Summary

To create an Item Category, go to Inventory > Item Categories, select Create > New, enter a description, and save the category. You can then open an item, select the category from the category drop-down, and close the item. The assigned Item Category appears in the item list and can be used to sort and group items in lists and reports.

Key Takeaways

  • Create Item Categories from Inventory > Item Categories.
  • Enter a description for the new category and save it.
  • Assign a category to an inventory item using the category drop-down on the item.
  • Item Categories can be used to sort and group items in CustomBooks lists and reports.
＋ Read the Full Video Transcript

In this video, we will show you how to create Item Categories in CustomBooks. Item Categories can help you organize your inventory items for better management and reporting.

To get started, go to Inventory and click on Item Categories.

Click Create and then select New. Enter your description and click Save.

Once you've created your Item Categories, you can easily add them to your Inventory Items. Go back to Inventory, and this time, open Items.

Open one of the items in CustomBooks, click on the category drop-down, and choose the category you want for the item. Then click Close.

Now, you can see the Item Category in your list of items, and it will be available as a way to sort and group items in lists and reports in CustomBooks.


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.