Service Manager
How to: Create Sub Categories
Setting up Service Manager > Setting Up Stock > How to: Create Sub Categories

How to create a new sub category

  1. From the home page, choose Stock
  2. Choose the Sub Categories tab
  3. Choose New and enter a description
  4. From the Category dropdown select an existing main category
  5. In the Type field select the appropriate type
  6. There are a couple of options you can also pick:
    Option Description
    Collate on van loading report Any items in this sub category will be added together on the van loading list. See How to: View Van Loading List
    Weight is required for stock items All stock items under this sub category require a weight to be entered
  7. For the Costs section See Customer Profitability
  8. Choose Save

      

See Also