Approved Workman Database

Info and Training => Tips => Topic started by: Annette on April 22, 2015, 09:59:24 AM

Title: Set Expense Categories for inventory items
Post by: Annette on April 22, 2015, 09:59:24 AM
This post is applicable in the Cloud database's Windows App as well as in the Legacy database.

To help track costs related to different categories or accounts, custom default expense categories may be added and assigned to inventory items.

To create custom categories, or accounts, go to Admin > Generic Lookups (Admin > System Settings > Generic Lookups in the Windows App). Select "Expense Categories" on the left. Add custom Category Names on the right.

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

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