Item Subcategories

Introduction

Item Subcategories allow you to segment different Items within an Item Category. This is particularly useful when you might have different types of similar Items, e.g., Bermuda, Zoysia, Centipede, & St. Augustine are all types of Sod (Material Items). 

Table of Contents

I. Create Item Subcategories

- Navigation & Set-Up

- Example

II. Apply Item Subcategories

- Navigation & Set-Up

- Example

 

 

I. Create Item Subcategories 

 

Navigation & Set-Up

1. Navigate to

             mceclip0.png Admin

                       Items >

                      Item Subcategories

2. Select New Item Subcategory

3. Enter a Name

4. Assign the Item Subcategory to at least one Item Category

5. Select Create Item Subcategory


Example:Screen_Recording_2021-08-09_at_01.37.10_PM.gif

 

 

II. Apply Item Subcategories 

 

Navigation & Set-Up

1. Navigate to:

              mceclip1.png Admin >

                        Items >

                        Items

2. Select New Item or click the Item Name, this will open up the Item and allow you to select Edit to make changes.

3. Select the Item Subcategory

4. Select Save & Close or Update & Close

 

Example:Screen_Recording_2021-08-09_at_01.41.19_PM.gif

 

 

 

III. Additional Notes

  • Item Subcategories do not sync with Quickbooks

  • Item Subcategories are included in the Items Report 

  • Item Subcategories can be used to filter the Calendar & Route Planner pages

  • The My Day page includes Item Subcategory totals

  • You can view the Summary table on the Job edit page by Subcategory Totals, & even Update Margins by Subcategory 

    Screen_Shot_2021-08-09_at_1.56.41_PM.png

    Screen_Shot_2021-08-09_at_1.57.13_PM.png




 

 

 

 

 

 
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