When creating new purchase requisitions, purchase orders, or packing lists, it is common for companies to require categories. If a new category is needed, it will need to be added into the company's account.
This article will show you, an Accounts Payable Employee, how to add categories to your company's account.
Step 1: On your Certify homepage, click the AP tab.
Step 2: Click Go to Purchasing.
Step 3: Click the Purchasing tab.
Step 4: In the Catalog box, click Manage Categories.
Step 5: Enter a new category name in the Category Name box.
Step 6: Choose which parent category the new category is going to go under.
Step 7: Click Add Category.
Step 8: A confirmation will display at the top of the screen that a new category has been successfully added.