Used to define overarching classifications that apply across different modules such as sales, purchases, and inventory. Helps in organizing and standardizing entries for better reporting and management.

To set up: Go to Product & Services → Setup.

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Product & Services Category : #

Used to organize inventory items and stock.

Note: You must create a Product & Services Category before you can add any Products or Services.

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Sales Category : #

Used to categorize Quotations , Sales Order , Delivery Order , Invoices.

Note: You must create a Sales Category before you can create any Quotations , Sales Order , Delivery Order , Invoices.

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Purchase Category : #

Used to categorize Purchase Orders , Goods Received Notes , Purchase Invoices.

Note: You must create a Purchase Category before you can create any Purchase Orders , Goods Received Notes , Purchase Invoices.

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Tax : #

Used to manage applicable taxes for sales and purchases.

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