Available in Sage 50 Premium Accounting and higher.
Assign or Unassign an Inventory or Service Item in a Category
To assign inventory or service items to a category:
One at a time
- In the Home window, in Inventory & Services, click Modify Inventory and Services.
- Select the item from the list and click Select.
- Select a Category from the list.
- Click Save and Close.
Several items or services at
once
- In the Home window, on the Setup menu, choose Settings.
- Open Inventory & Services, choose Categories, and then click Assign Items.
- Select the Category to which you want to assign the items.
- Select one or more items in the Items not in this category list, and click Select or Select All.
- Click OK.
Note: If you are re-assigning an item to a new category, Sage 50 Accounting automatically removes it from the old category.
To remove inventory or service items from a category:
One at a time
- In the Home window, in Inventory & Services, click Modify Inventory and Services.
- Select the item from the list and click Select.
- Change the item's Category to <Uncategorized>.
- Click Save and Close.
Several items or services at
once
- In the Home window, on the Setup menu, choose Settings.
- Open Inventory & Services, choose Categories, and then click Assign Items.
- Select the Category to which you want to assign the items.
- Select one or more items in the Items in this category list, and click Select or Select All.
- Click OK.