Creating New Main Categorie

1

Hello,

firstly the system of Manager you created is well programmed and supports a lot of functions!
Although, because we are working on Car Spareparts we need an extra Main Category named “Warranty”. There must be able to chose in lines the product / products the client bought the VIN number of the Car the spare part placed on and in which workshop is mounted on the car.

Is any way we can create this category? With some code maybe?

Thanks!

1 Like
2

Go to settings and then Custom Fields. From there you can create custom fields for warranty and VIN. There are 5 types of Custom Fields so create select those which would fit your case. You can place the custom fields on Invoice level (For VIN) and Invoice line level (For warranty info).

1 Like
3

Hi, thank you for the quick answer. I have tried and succeded, but we want to have a seperate main category like “clients” for having only warranties. So in these category will be only warranties :slight_smile:

4

Can you explain a lil better? maybe with an example or a picture?

5

Sure, so on the foto you’ll see the main categories the system has.

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In these categories we want to add a newone named “warranties”. From in this categorie we must be able to create a new document each time. The fields we need are:
Date of installation
Date of warrantie expire
Vin number of the car
Lines of products we sold to this car
Related invoice.

6

There is no need for a separate tab for that purpose. All this could be done by including that information in your Sales invoice. Like i previously suggested creat custom fields and record relevant information in those fields.
Later on those fileds could be used to extract reports using Advance Query.

3 Likes
7

ok thanks for this information. :smiley: :smiley: didnt new it!

8

See my reply at Drop down boxes in receipts, payments, reconciliation - #3 by eko