Category

The Category screen lists classifications used to group products. Each product category can be further divided into subcategories and microcategories, to make managing groups of products more efficient. Each category group is associated with a general ledger account, which allows product costs to be linked to these accounts and displayed in the GL-based reports.

Under the Products menu, click Category.
Click the Plus (Add) icon.
Enter the Category name.
Enter the Subcategory name. (May be optional; see note below.)
Enter the Microcategory name. (May be optional; see note below.)
Check the Report box (up to 8) if details for this category should be included on the following reports in Net-Chef:
(This box can only be checked from the summary screen.)

Purchase Journal and Issue Journal

Select a General Ledger account to be associated with this category.
When finished, click Save.
When finished, click the Close (X) button.

Tips: You can click on an existing row and click the Pages (Copy) icon to create a "duplicate" entry but with a unique subcategory or microcategory (whichever is the lowest level in use).

If necessary, you can click on a new row and click the Delete (Trash Can) button to delete the entry if it is not needed.

Notes:

The Subcategory and Microcategory entries may be optional, depending partly on the "Link GL to" setting on the General tab in the Preferences screen. Also, if you define a subcategory for one category, you must define at least one subcategory for every category. And if you define a microcategory for one subcategory, you must define at least one microcategory for every subcategory.
You can double-click any existing row to view the products linked to that category group. Click HERE for details.