Creating Item Categories for Invoices

Alexandr Oliynyk October 27, 2021 15:42

Overview

You may need to create new item categories for price catalog to divide items that are used in invoices in separate classes.

Prerequisites

You need to have an account with the Super User role, Company Admin role, or a custom role with rights to create Prices.

Solution

Log in to the Street Smart web portal using your credentials and company ID.
Navigate to Administration > Price Catalog.
Click Manage Categories.
Click New.
Enter a name for the category and specify if it will be a Labor category.
Click Apply.
Repeat steps 4-6 to add more categories as needed.
Click Save & Close.

Testing

You should be able to add new items under the newly created category.

Alexandr Oliynyk October 27, 2021 15:42

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