1. Open the Item
• Start by opening the item you want to edit. For example, you could use a demolition item.
2. Click on the Item Box
• Click directly on the item box to open the Advanced Item Options.
3. Scroll down to the Production section at the bottom of the options.
4. In the Production section, you will see a field for Category.
5. Here, you can either:
• Select an Existing Category: Choose a category from the list if one is already available.
• Create a New Category: If needed, create a new category to help organize your items.
This will make it easier to locate them for future estimates or proposals.
6. Alternative Method to Access Item Option:
Use the Six Dots Button
• Click on the six dots (located beside the item) to open a menu.
7. From the menu, select Advanced Item Options. This will take you to the same location as in Step 3: the Productionsection at the bottom.
8. Save Your Changes
• After selecting or creating a category, ensure that you save your changes.
9. Understand the Importance of Categories
• Creating and assigning categories helps keep your items organized in your catalog. This organization makes it easier to find and reuse items for future estimates or proposals.