Change Inventory Category Type

Permissions needed: Inventory & Prices > Edit

You can change the category type of your categories: event services, food and beverage, or labor.

Category types determine:

  • the units available to the items within the category.
  • whether the item has just quantity or quantity and unit.
  • food and beverage filtering on event orders that allows you to only pull in items that are in the F&B category types.

This change may affect your document templates and reporting. Please contact us before changing your category types.
  1. Click your name in the upper-left corner.
  2. Click Inventory & Prices.
  3. Click the category you need to edit, then the edit pencil to open the Edit Category slider.
  4. Click the Category Type field and choose the new type for this category.
  5. Save
  6. Review the units of your items in this category, and update as needed. For more information about editing items, please see Editing Inventory Items.