Creating a New Category

  1. Click Master Data, and then click Categories.
  2. Click New, enter the Category name, and then select the appropriate Category Type.
  3. (Optional) Select one or more of the following option:
    • Use for Recipes: Select this option to use the category in Recipes.

    • Use for Vendors: Select this option to use the category in Vendors.

    • Use for Item: Select this option to use the category in Items.

  4. (Optional) Enter any additional details in the Reference field.
  5. Click Save.