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  1. From Inventory Module go to Categories menu.

  2. The Search screen for Categories will be shown. Click New toolbar button.

  3. This will open a new Category Screen.

    4. Enter the following required fields:
    1. Category Code
    2. Inventory Type
    3. Costing Method
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  4.  

  5. Open select a category that you want to delete.
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  6. Click Delete toolbar button to delete category record.

  7. This delete confirmation message will be shown. Click YES to proceed with deleting this record.
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    Note

    When record you are trying to delete is being used by another record, this message is shown. Else, it will delete the record.

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  8. User may also add tax class for a specific category.
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  9. User may also add GL Accounts for the category. Click GL Accounts tab>Add Required Button. It will automatically add the required GL accounts for the selected Inventory Type of the category. In this case Inventory Type. 
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  10. Select an account ID for each account category.
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  11. Click save button to save the record. In case you miss to click this button and you click the Close toolbar button or the x button at the top right corner of the screen, i21 will prompt you if you would like to save it before closing the screen.