Categories

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.). 

1. Check the Show Categories box

2. Right-click on the window and select Add Category. Category1 will appear the first time you use this.

3. Double-click on “Category1” to rename it.

4. Type in the name (example: Pies).

5. Click OK.

6. 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.

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