Product Categories Overview

Product Categories Overview

To group your products in to categories go to "Setup > Product Categories".

Click on the + Product Category button to add one.
    • Related Articles

    • Product Kits Overview

      Product kits are designed to be used for groups of single products that you sell in a kit form. For example if you sell socket sets, this will be a kit made up of the individual sockets and spanners etc. You can add kits to opportunities and orders ...
    • Knowledge Base Categories

      You can group your knowledge base articles into categories to help your customers find the information they are looking for. For example you could have categories such as: Frequently Asked Questions Returns Product Information Etc
    • Sales Orders Overview

      To sell something to a customer, you need to create a sales order for them. Click on the + Add Sales Order button on the main sales orders page. Select the customer (organisation) and other options and click the Add Products button. On the next page ...
    • Warehouses Overview

      You can setup multiple warehouses if you store stock in different locations. Set them up on this page. When you are adding products you must select which warehouse you are adding the stock to. To transfer stock between warehouses use the stock ...
    • Regions Overview

      When you add organisations you can set which region the organisation is from, such as USA, Europe, Asia etc. To add regions go to "Setup > Regions" and click on the + Region button. To edit a region click on it's name. Regions show on the reports ...