Categories

Categories are a useful way to group your items, especially if you have a lot of them.

The categories section creates, sorts and provides you with an overview of your products and services within these categories.

Create Categories

Press the (+) button on the top right (for iPhone), or on the bottom right (for Android) to create a new category. Enter a name and then use the Edit Items in Category button to add and remove items from this category.

The Edit Items in Category screen will list all of your items alphabetically with the items already in this category at the top. Simply tick any items you'd like to include in the category and they will move up to the top of the screen. Untick an item to remove it from the category.

You can also create new items directly into a category using the Create New Item button.

Edit Category

Simply tap a category to edit it as above.

You can also use the Delete Category button on the Edit Category screen to delete the category completely.

Tip

When categories are enabled, any items that aren't in any category will appear at the top level of the register under Uncategorised.

Re-order Categories

You can re-sort the categories by tapping the edit 'pen' on the top right (on iOS), or holding down for a few seconds and dragging to the order you want (on Android).