Skip to main content

Item Lookups and Categories

Item Lookups 

To access where to add item lookups go to System Settings>Configuration>Item Lookups. 

This is where you add the items/services you provide that you would need to put on a quote/invoice. You are able to Edit/Delete any item lookups from the Options menu. 

itemlookups.png

Press the New button to add a new item lookup and press Save to add it to the list. 

item lookup form.png

Item Categories  

Categories is where you segment item lookups. This can be found in System Setup>Configuration>Item Categories 

item categories.png

Press New to create a new item category. Type it into the text field and press Save. 

item category form.png

 

 

 

 

 

Back to top