Author Topic: Set Expense Categories for inventory items  (Read 1063 times)

Annette

  • Global Moderator
  • Sr. Member
  • *****
  • Posts: 166
Set Expense Categories for inventory items
« on: April 22, 2015, 09:59:24 AM »
To help track your expenses related to different categories or accounts, you may set a default category (of your own choosing) for each inventory item.

To create your categories, or accounts, go to Admin > Generic Lookups and select the Category of "Expense Categories" on the left.  On the right, add any custom Category Names that you would like.

On the Inventory grid, the action dropdown list (or the right click pop-up menu) includes the option to 'Set Expense Category' for the selected item or items. You can multi-select rows to quickly set the category for a group of items.

The relevant category is shown on the Ledger for all fees, as well as on the Order Form.