In the Order Category Maintenance dialog box, you can create a list of standard categories for orders and quotes. For
example, you can create separate order categories for walk-in customers and regular
customers. The categories that you define are available in the Order dialog box for both quotes and orders.
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Click the
Maintenance ribbon tab.
-
In the menu,
select
.
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In the Order
Categories dialog box, do any of the following according to your needs:
To
|
Do this
|
---|
Add a
category
|
-
Click
New.
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In the Category field, type a name for the category.
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In the
Description field, type a description for the category.
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Click
Add to save the new category and add it to the
list.
|
Modify
an order category
|
-
Select the order category that you want to modify.
- Modify the name and description of the selected
order category.
- Click
Save to save the changes.
|
Delete
a category
|
- Select the category that you want to delete the list.
- Click
Delete.
- To permanently delete the category, click Yes in the confirmation dialog box.
|
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To close the
dialog box, click the Close button (X) in the upper-right
corner.