To organise your supply-only products effectively, you can create new categories and sub-categories within the Product Catalogue. Categories help group related items, while sub-categories provide more specific classification, making it easier to manage and select items during ordering and contractor interactions.
To add a new category, follow the steps below:
Go to the Admin area.
Click the Product Catalogue tab under Supply Only.
To create a new Supply Only Category, click the Add New Category button.
To create a new sub-category, select the desired category, then click the Add New Sub-Category button.
Unlock the green padlock
icon.Enter the required details for the category or sub-category.
Assign the correct areas, such as the kitchen or maintenance.
Click Save to apply your changes.
📌Note: Each category must have at least one sub-category to list items under it. Adding sub-categories also ensures that the category becomes available as a Supply Only trade type on the Contractor and Suppliers screens, allowing proper selection during job processing.
Add an individual item to a sub-category
Once categories and sub-categories are set up, you can add individual items to the relevant sub-category for better inventory management. To do this, follow the steps below:
Click on Add Item.
Fill in the required item details and upload an image if available.
Click Save to add the item to the system.