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Purchase Categories

Help article related to Purchase Categories

Sparky Support avatar
Written by Sparky Support
Updated over 3 years ago

Overview:

The Purchase Categories page presents a screen similar to the one below. It conveys the total value of the products within each Purchase Category, that fall within the selected date range and/or search filter criteria.

Purchase Category titles are a mix of:

  • Personally created categories (e.g Stock, Van, Site etc), and

  • System generated categories (e.g. Quotes Job, Invoices, Unassigned, Items to Return)

To add a new purchase category:

  • Select the +Plus button which presents the screen below:

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