Note: The procedures used to maintain your list of Master Service Categories and your list of Master Sales Departments is identical, so only the instructions for Service Categories are detailed in this topic. Note: The procedures used to maintain your list of Master Service Categories and your list of Master Sales Departments is identical, so only the instructions for Service Categories are detailed in this topic.
Your list of Master Service Categories is maintained by following these steps:
The Master Service Categories Setup Window:
NOTE: If the order that Service Categories appear on your Revenue and Expense reports is important, you may save your Master Service Categories in any order you choose. Tools are provided to insert Service Categories anywhere in the list or at the bottom of the list. Or, you may simply drag and drop the Service Category to a new position in the list, as shown in the diagram above.
The Master Service Categories Setup dialog (shown above) is used to:
Add New Service Categories,
Remove Service Categories,
Update Service Categories and
Change a Master Service Category's position in your list.
NOTE: Changes to your list of Master Service Categories are not permanently saved to your database until you click Save on the Master Service Categories Setup dialog.
To Add a new Service Category at the bottom of the List:
To Insert a new Service Category below the highlighted Service Category:
To Update an existing Service Category:
To Move a Service Category to a different position in the list:
To Remove (delete) a Service Category from the list:
IMPORTANT: It is important to understand that in the software, you are not allowed to delete Master Service Categories that own anything. Neither are you allowed to delete a Master Service Category that is activated at any business Location.
Planning Sales & Expense Categories (9:30)
