1. Click on Products / Services
2. Click on Categories
3. Click on Add New Category
4. Name the Category
5. Enter the desired Unit(s) of Measurement
6. Click on Save
7. The category will now be displayed under Categories
Assigning Categories to Products / Services
1. When adding or editing a Product / Service you can now click Assign Category
2. Select the correct Category
3. Click on Save
4. You'll be able to select the Unit of Measurement from there
5. Click on Save
Products / Services with Categories on Proposals
1. Click on Add Line Item on a Proposal
2. Choose the Product / Service that has the Category attached
3. The Unit of Measurement assigned to that Category will now show up under Quantity
