Item Categories Tutorials

How to Create a Category

Navigate to Main Menu > Items > Items.
Click Menu (button) > Edit Categories.
Change any of the fields as needed (see How to Create a Category above for more information).
Click Save (button).

Navigate to Main Menu > Items > Items.
Click Menu (button) > Edit Categories.
Right-click the Category you want to create Subcategories for and select Edit Sub Category Lookup List.
Type in the subcategories one per line.
Click OK (button).

Navigate to Main Menu > Items > Items.
Click Menu (button) > Edit Categories.
Right-click the applicable Category and select Change Class from the context menu.
The Category's Class field will become editable. Select a new Class from the dropdown list.

ℹ️ When you edit an item, all or only some of the available tabs can be shown.

You can select which tabs should be shown at a Category level.

Navigate to Main Menu > Items > Items.
Click Menu (button) > Edit Categories.
Right-click the applicable Category and select Set Default Tabs.
Click all the tabs you want to show on the list. The available tabs are:
- Image & Specs
- Units
- Costing & Pricing
- Inventory
- Estimating
- Event
- Accounting
- Price History
- Costing
- Attachments
- Dependencies
Click anywhere outside of the list to close the list.
Right-click the applicable Category and select Update all the Visible Tabs in the selected Category
Confirm that you want to update the tabs on the pop-up.

Navigate to Items.
Click Menu (button) > Edit Categories.
Right-click the Category you want to delete and select Delete from the context menu.
Confirm that you want to delete the category.