Product Categories

Product Categories

Product categories are useful if your company has a large number of products that need to be organized by type. Categories can be used to separate reports to show broader sales comparisons.

Setting Up New Product Categories

Page Overview and Columns

The Product Categories page provides a place to add and manage created categories. These act as a container for products to be added to, and allow for easier adjustments to be made when selecting prices for products. This information is specific to your organization and allows for flexibility when creating categories that make sense for you.

To create a new Product Category:

• Navigate to Resources > Product Categories.

• Click the [+New Product Category] button.

• Create a short Code and Description to define the Category

• Add a GL Sales Account, if your accounting system supports GL.

• Click [✓Update] box when completed.

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How To Guides

How to Update Pricing

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Best Practices

Product Pricing