Creating Item Categories for Invoices

Overview

You may need to create new item categories for price catalog to divide items that are used in invoices in separate classes.

Prerequisites

You need to have an account with the Super User role, Company Admin role, or a custom role with rights to create Prices.

Solution

1. Log in to the Field Force Manager web portal using your credentials and company ID.
2. Navigate to Administration > Price Catalog.
3. Click Manage Categories.
   
   
   
   
4. Click New.
5. Enter a name for the category and specify if it will be a Labor category.
   Note: The Labor category can only be created once.
   
   
6. Click Apply.
7. Repeat steps 4-6 to add more categories as needed.
8. Click Save & Close.

Testing

You should be able to add new items under the newly created category.

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