Thanks for coming back, lschult2.
For uncategorized items, we can add them to a category. Just follow the steps below:
- Go to the Sales menu.
- Select Products and services.
- Find the product or service you want to categorize.
- Tap Edit from the Action column.
- Select the Category dropdown, then select one that fits this item. Or select + Add new to create a new one.
- Press Save and close.
To edit or remove a category, just follow these steps:
- Go to the Sales menu, then select Products and services.
- Select the dropdown More, then Manage categories.
- Select Edit from the Action column.
- Make the changes you want and select Save. Or select Remove,
- Press OK.
Here's an article you can refer to for more details about grouping your products and services into different categories. Feel free to visit our Inventory reports page for more insights about creating and running inventory reports.
Drop a comment below if you have follow-up questions or concerns about customizing reports. I'm more than happy to assist you. Take care and have a wonderful day ahead.
