1. In Settings/Your company - select the feature for adding categories to products
Tick the "Category" for Additional fields - product
2. Select Settings - Categories - select adding a new category
1. Click on "Add categories" and in the right column add all categories needed
2. Enter the name of the new category
3. By clicking on the icon, the category will be moved to the left part.
If multiple rows are created in the tree (left part), then move the "highest row" to the left part, mark it on the left part (by positioning yourself on it), and from the right part with categories add the subcategory. Repeat the procedure until the last row.
4. Save entries again.
ADVICE: If there are a lot of categories that should be added, this can be sped up with import.
3. Add a category to the product
Add/change the category for the added product (sales or purchase one). The category is added by clicking on the icon for adding the category (in the right angle) and selecting the value.
3.a Add/change/delete assigned categories for multiple products
If categories should be simultaneously changed for multiple products, this can be done by selecting multiple products in the List of Products and clicking on Tools.
4. Confirm the changes in settings for categories
Click on Confirm. (If a new product was added, save it first)
5. List of sales/orders by category
Once you are done with editing categories, print the sales and purchase (also for before) by selecting one or multiple categories as displayed in the picture below:
