Item Categories
In the hirepos system, Item Categories play a crucial role in organizing items for efficient management. By categorizing items, you can easily locate alternative options when a specific item is unavailable. Moreover, these categories are instrumental in generating insightful reports. Therefore, it is highly recommended to set up Item Categories to streamline your operations.
How to Add a New Item Category
To create a new Item Category, follow these steps:
From the Main Menu, navigate to Setup, then Item Related, and select Item Categories.
This action will open the Item Categories page, displaying all existing categories.
Click on the 'New Invoice Category' button.
Enter the desired Category Name.
Click on Save New to save the new category.
Once you have added categories, you can easily assign them to specific items through the Items page.
Setting Up Sub-Categories
In addition to main categories, you can also create Sub-Categories to further refine item organization. Follow these steps to set up Sub-Categories:
Go to Setup, then Item Related, and choose Item Sub-Categories.
Similar to creating main categories, you can add Sub-Categories by following the prompts.
If you are utilizing the online store feature, these categories will be visible on your store, allowing customers to browse items conveniently. Furthermore, you can enhance the visual appeal by attaching images to the categories.