Setup Order Category

Order Category is a high-level grouping for all services you may offer. You will define individual service category line-items under Service Category section. 

For example:

  • You can define categories of order such as Elevator Repair, Escalator Repair, Monthly Maintenance, Lubrication, Installation
  • Individual service categories under each order category may include Step-Chain Replacement, Handrail Fix, Brake & Motor Service, Skirt Brush Installation, Hoisting Rope Inspection

 

Add 

1) Select Order Category console from left navigation under Tools

2) Click Add Order Category button

 

Edit & Delete 

1) Select Order Category console from left navigation under Tools

2) Click Edit or Delete button

 

CSV Import 

You may import Order Category from CSV file. Please refer to Data Import section of our tutorial

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