Item Categories

The purpose of Item Categories is to allow you to group items into the same category so that when you lookup availability you can hire out an alternative item of the same category should the original requested item be booked out.

Example:  If your business hires out ride-on lawn mowers, you could put all your different ride-on mowers into a 'Ride-on Mowers' category.  When you open the Availability window you can look up availability for the 'Ride-on Mowers' category.  All ride-on mowers in your inventory will show in the availability list.  Any sections of the availability list that are white means the item is available.  Any coloured bars means the item is booked for that period.

How to add a new Item Category

  1. From the Main Menu, click Setup then Item Related, then Item Categories.
    This opens the Item Categories window, which lists all the existing categories that have been setup.
  2. In the row of the grid, type in the new category.
  3. Click Close when completed.

Note:  After categories have been added, you can assign a category to an item through the Items window.

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