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  • Select the Inventory Management Tab.

  • Select My Central Inventory from the Left Panel.

  • Select the Category Setup Icon.

  • Select Add at the bottom of the screen.

  • The below four Fields are required before the Category can be saved:

    • Category Code

    • Description

    • Category Type

      • Please note, Category Type is a preset list, if you do not see a category that fits, select Other.

    • Default Vendor

  • Once the necessary fields are filled in select Save at the bottom of the screen or press F5 on your keyboard.

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Category Setup

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Help Video:

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