Forum Discussion

wldmk1's avatar
wldmk1
3 days ago

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 have made no changes and even checked the settings and all seems ok. I have also logged in and out to try and reset but to no avail.

This is an urgent issue as we need to complete some quotations by a deadline.

Please advise on the solution to this issue.

Kind Regards.

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    3 days ago

    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