Within e·silentpartner, client estimates, invoices and several job reports are printed in several formats. Some of these reports print in detail, i.e., item by item, function by function, or task by task. Other reports print the same information but allow you to indicate where subheadings and sub totals should appear. This latter option is dictated by how you set up categories and groups and which items are linked to each category and group combination. Let us demonstrate.
Category is the heading for a list of groups; group is the heading for a list of items. Remember an item is anything to which you incur a charge. An item can be a time charge, for example, copywriting or vacation. An item can be a purchased item, such as printing or shipping charges. An item can be an internal charge such as color copies or faxes.
The number of categories and groups is totally dependent on you. Remember, however, every item on your price list must be linked to a specific category/group combination.
Begin entering Category/Group combinations by selecting Category/Group from the Setup menu.
To add a new category, click the + on the top right of this window. Enter a Sort Sequence (Seq), Category Code, and Description and click Insert. To edit the Sort sequence or Description of an existing category, make the changes and click the disk icon.
To add a new group, click on the category’s blue code and you will be presented with the group window. Add, edit, and save groups in the same fashion as categories.
To delete a category or group, the category and group combination must be removed from any items where they are used by selecting a new category/group combination for the item. The Group must then be deleted before its corresponding Category can be deleted. Delete by clicking the delete icon.