In this article, you will learn how to create and manage item categories in Workiz.
Item categories are designed to help you organize the line items your business offers, giving you greater control and improved reporting. They play a vital role in helping you easily navigate your price book in Workiz, structuring your items and products in a way that makes it easy for you to find what you need.
Creating an item category
From the navigation bar, select Settings > Settings
Under Job settings, select Items & products
Select the Item categories tab
From the Items & products settings page, select Create new
Complete the Create new category fields:
Category image (optional): Upload an image for this item category
Category name: Enter a name for this item category
Parent category (optional): Choose a parent category for this item category
Category description (optional): Enter a brief description for this item category
Assigning items to categories
After creating a category, you can assign items to categories individually or in bulk.
Assigning items individually
Assigning an item to category can be done when creating the item or after it has been created.
Assigning items in bulk
You can also assign multiple items to a category at once using bulk actions.
You can also assign multiple items to a category at once using bulk actions. Go to your Items & products settings page and simply check the box for all of the items you want to assign to a specific category, and then select Change category.
To learn more about making changes to multiple items using bulk actions, please see this article.
Categories in price book
As mentioned, categories play a big role in simplifying the presentation of your items and products when using your price book in Workiz. Organizing items properly will make navigating things easier while on the job.
To learn more about using price book in Workiz, please see this article.
Understanding parent categories
When creating item categories, you will have the option to set a parent category. Parent categories are great for adding more structure to your categories to improve navigation. When setting parent categories for your item categories, it’s important to understand how.
If Category A is set as the parent category to Category B, you will not be able to set Category B as the parent category to Category A.
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