Available in Sage Simply Accounting Premium and higher.

Assign or Unassign an Inventory or Service Item in a Category

Before you can perform this task

Change to single-user mode

To assign inventory or service items to a category:

One at a time

  1. In the Home window, in Inventory & Services, click Modify Inventory and Services.
  2. Select the item from the list and click Select.
  3. Select a Category from the list.
  4. Click Save and Close.

Several items or services at once

  1. In the Home window, on the Setup menu, choose Settings.
  2. Open Inventory & Services, choose Categories, and then click Assign Items.
  3. Select the Category to which you want to assign the items.
  4. Select one or more items in the Items not in this category list, and click Select or Select All.

Note: If you are re-assigning an item to a new category, Sage Simply Accounting automatically removes it from the old category.

  1. Click OK.

To remove inventory or service items from a category:

One at a time

  1. In the Home window, in Inventory & Services, click Modify Inventory and Services.
  2. Select the item from the list and click Select.
  3. Change the item's Category to <Uncategorized>.
  4. Click Save and Close.

Several items or services at once

  1. In the Home window, on the Setup menu, choose Settings.
  2. Open Inventory & Services, choose Categories, and then click Assign Items.
  3. Select the Category to which you want to assign the items.
  4. Select one or more items in the Items in this category list, and click Select or Select All.
  5. Click OK.

What do you want to do?

Turn on or off categories for inventory and service items

Add, rename, or remove categories for inventory and service items

Learn about an inventory and service item category