Inventory
Folders for items so reports and default accounts stay tidy. Classify before you receive.
Where to find it: Left menu → Inventory & Warehousing → Item Categories
Step 1
Left menu → Inventory & Warehousing → Item Categories. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Add a category name. Assign items to it. Do not create a tree nobody will maintain.
Step 3
New items should offer these categories. Reports can group by them.
Yes. Item Categories is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Keep one primary category. Extra tags are not a substitute for a clean master.
