Create a Category to hold Kinds and Items
Select Jobs > Kinds.
Select the button labeled 'NEW'.
Select New Category.
Complete the New Category screen.
Only Name, Is active and which type of Use are required inputs.
Example of a completed category screen:
Definition of Fields
| Category Name | - Name of category |
| Is Active | - If “ticked”, this category is available use; If not required then it is “unticked” |
| Category Description | - Enter a description |
| Use for job costs | - Select if category is for job costs; can select “use with Overheads” at the same time |
| Use with Overheads | - Select if category is for overheads; can select “use for job costs” |
| Display in traffic | - Select if category is to be displayed in traffic |