Item Subcategories allow you to segment different Items within an Item Category. This is particularly useful when you might have different types of similar Items, e.g., Bermuda, Zoysia, Centipede, & St. Augustine are all types of Sod (Material Items).
In this article:
Create Item Subcategories
Navigate to Setup > Items > Item Subcategories
Select New Item Subcategory
Enter a Name
Assign the Item Subcategory to at least one Item Category
Select Create Item Subcategory
Apply Item Subcategories
Navigate to: Setup > Items > Items
Select New Item or click the Item Name, this will open up the Item and allow you to select Edit to make changes.
Select the Item Subcategory
Select Save & Close or Update & Close
Additional Notes
Item Subcategories do not sync with Quickbooks
Item Subcategories are included in the Items Report
Item Subcategories can be used to filter the Calendar & Route Planner pages
The My Day page includes Item Subcategory totals
You can view the Summary table on the Job edit page by Subcategory Totals, & even Update Margins by Subcategory
