How to create Stock Categories in Cloud Accounting

Created by Shirley Choong, Modified on Sat, 30 Sep 2023 at 09:15 PM by Shirley Choong

Stock Category is one of the prerequisites prior to creating the actual stock or service item that can be used in the Transactions, such as Sales Invoices and Quotation.

Stock Categories allows you to organize your stock/service items based on the categories you created, which is useful when generating stock reports.

 

To Set a New Category, go to Stock and choose Categories.

 

 

Click the “Add” button and a floating window will pop up. From there, you can input the Stock Category Code and Name into their respective field then click “Save”. Also, you can enable the “Active” Icon if you want to show the newly created category in the Stock Transaction.

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