Step-by-Step: Create, Edit, View, and Delete an Item Category¶

Item Category helps you group similar products for easy inventory management and reporting.
For example: Grocery, Electronics, Dairy, Stationery, Clothing, etc.¶

Steps to Create, Edit & Manage Item Category¶

Step 1: Click on Masters.¶

Step 2: Select Inventory Info.¶

Step 3: Click on Item Category from the list of inventory info options.¶

Step 4: Click on “Add Category” button to create a new category.¶

Step 5 : Enter the Category Name
Eg:Daily Essentials¶

Step 6: Click on "Save" to save the new category.¶

Step 7:. Click on OK when the pop-up message appears with “Saved Successfully.” The newly created category name will now be listed in the Category List table.¶

Step 8: You can edit or delete the category anytime.¶

Step 9: To edit a category, click on Edit.¶

Step 10: Change the Category Name as needed¶

Step 11: After editing, click on "Save" to update the category.¶

Step 12: To remove a category, click on "Delete". Then, click "OK" to confirm deletion or "Cancel" to abort.¶

Step 13: Click on the “BACK” button to return to the main dashboard.¶