Appreciate your prompt response, Robman.
Let me guide you on how to group product and services items into categories to keep things ordered.
You can create and use a category to group items of the same type. However, if you'd like to be more precise, then create sub-categories.
Here's what you'll need to do:
- In the left menu, click Sales.
- Go to the Products and Services tab.
- Tap the dropdown More ▼, then select Manage categories.
- Choose New category and enter the name of the category. If needed to create a sub-category, pick Is a sub-category checkbox and the main category.
- Hit Save when done.
In this feature, you also have an option to pick a category when adding a new inventory product, service, or non-inventory product as well as adding an existing product or service to a category.
To learn more about this process, read this resource: Group your products and services into different categories.
For your reference, you may find these articles helpful:
If there's anything else I can do for you, let me know by commenting below. I'd be around to answer. Have a nice day.
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