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Item Lookups and Categories

Item Lookups 

To manage item lookups, open gear → Configuration → Item Lookups. 

This is where you add the items/services you provide that you would need to put on a quote/invoice. You are able to Edit/Delete any item lookups from the Options menu. 

Press the New button to add a new item lookup and press Save to add it to the list. 

Item Categories  

Categories is where you segment item lookups. Item categories are under gear → Configuration → Item Categories. 

Press New to create a new item category. Type it into the text field and press Save. 

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