- From Inventory Module go to Categories menu.
The Search screen for Categories will be shown. Click New toolbar button.
This will open a new Category Screen.
- Enter the following required fields:
- Category Code
- Inventory Type
- Costing Method
- User may also add tax class for a specific category.
- 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.
- Select an account ID for each account category.
- 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.
Overview
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