When the entry screen first opens, you will notice a folder title “Unassigned.” Any items you don’t assign to a category will automatically fall under this designation. However, you may want to group similar items into named categories (example: Pies, Cakes, etc.).
- Check the Show Categories box
- Right-click on the window and select Add Category. Category1 will appear the first time you use this.
- Double-click on “Category1” to rename it.
- Type in the name (example: Pies).
- Click OK.
- Create other categories as necessary. When you’re satisfied, move onto the item entry step. You can come back and add or modify the categories at any time.
A note about the “Unassigned” category: The report will not display a header for items listed here.