Add Category

Add a New Category

1. On Dashboard click on the settings icon on the top right corner, as illustrated in the image below.
   
   
   
   
2. You will be directed to the Business Settings page. Locate and select "Category" in Fixed Assets Section.
   
   
   
   
3. You will be redirected to the 'Category List' page. To create a new category, locate and click on the 'New category' button, which will trigger the appearance of a popup form.
   
   
   
   
4. Choose the specific type from dropdown for which you intend to create a category. Options include 'Item,' 'Asset,' or 'Service.' Next, provide the category name as required." You can make this category as default by simply checking the default checkbox.
   
   
   
5. After specifying the category type and providing the category name, proceed by clicking the 'Save' button to add this category to the list.