Add, Edit & Delete Categories

This guide provides an overview of how to manage categories. It covers adding, editing, and deleting categories in the Billing application.

Navigate to Categories in the Billing Application

• Select 'Categories' from the Sidebar, under Masters.
• This opens the 'Categories' page.

How to Create a Category

1. Navigate to the Category Creation page

   • In the Categories listing page, you will see a list of all categories.
   • Click on the + Category button at the top right corner.

2. Fill in the Category Details

   • 
   • In the Category creation page, you will see a form to add a new category.
   • Fill in the required details such as Category Name.
   • Optionally, you can enter a Short Name, and choose whether to make it a Default category by checking the respective checkbox.

3. Review and Submit Category

   • Before submitting the category details, review all the information to ensure accuracy.
   • Once you are satisfied with the category details, click on the Save button to save the category.

How to Edit a Category

1. Navigate to the Category Listing Page

   • In the Category listing page, you will see a list of all categories.
   • Click on a Category to open the edit page.

2. Update the Category Details

   • In the Category edit page, you can update the details of the category.

3. Review and Submit Category Changes

   • Before submitting the changes, review all the information to ensure accuracy.
   • Once you are satisfied with the category details, click on the Update button to save the changes.

How to Delete a Category

1. Navigate to the Category Listing Page

   • In the Category listing page, you will see a list of all categories.
   • Click on the 3 dots icon in the Action column of the category you want to delete.
   • From the dropdown menu, select Delete.

2. Confirm Deletion

   • A confirmation dialog will appear asking you to confirm the deletion.
   • Click on Delete to confirm and delete the billing item.