Category column greyed out
Hi, I can normally do a quote without any issues, however I noticed about two weeks ago that the Category column on the quote page is greyed out which stops me from completing a quotation. I ha...
Forum Discussion
Hi wldmk1,
To change the category when creating a quote, click on the information symbol next to the Item ID field. Select Edit Item. You will find an option called Income Category for Tracking Sales. From here, you can modify the category for the item.
Alternatively, you can navigate to Products and Services. Select the item you wish to modify, then update the category from the item details screen.
For more detailed guidance on how to edit an item, please refer to this link.
Regards,
Sai
