Inventory and Service Item Categories

Inventory and service items can be grouped into categories that make related items easier to locate when preparing transactions, as well as easier to organize in your reports. For example,

• Reduce search time during invoicing: When entering a sales invoice, you may want to add an item from your list of 4200 entries in the database. By grouping related items together (such as Drywall for multiple sizes of drywall you keep in stock) you can quickly sort your inventory to view only the items in a specific category.
• Quickly determine stock levels for items you need to reorder on a regular basis: At month-end you want to report on the order levels of a specific collection of items which need greater shipping lead times.
• Update prices for imported items: If your freight costs are increasing, you may want to increase the purchase price on items that incur freight charges. You can quickly identify those items with categories, and update the prices automatically.

How many items can I assign to a category? 

An inventory and service item category can have many items or no items, but an item can be assigned to only one category at a time. Sage Simply Accounting lets you put some or all of your inventory and service items into categories. You can also reassign items from one category to another when you want to update prices for specific items.

Notes: When you create a new company, Sage Simply Accounting does not set up inventory and service item categories for you. If you are upgrading an existing company, Sage Simply Accounting does not change your existing categories.

If you use Sage Simply Accounting in multi-user mode, you must change to single-user mode before you can make any changes to an inventory and service item category or its contents.