Create Categories

A category allows you to group products and services that have one or more things in common. Each product and service must have a category, they will appear in the tab of the same name in the selected category. Since its products are assigned to a category, you could choose not to tax it and this modification will automatically apply to all products and services that are part of this category.

The choices you make in the Options tab will also apply to all products and services associated with this category. To add a category, go to the left menu and click on Inventory > Category. Click on the +Add button in red and located in the middle to create a new category. 

Enter the following information:

• Code;
• Name;
• Tax rules;
• Sales charter account;
• Purchases charter account;

The profit margin is a desired percentage increase. Click Save before closing the page.

Note: If you want to make changes to a product or service, click Inventory > Products and Services and select the product or service.