Why can't I see the Product Categories function? It exists in one of my client companies and not in another. Is there a setting to enable it?
Welcome to the Community. I'd be happy to assist with the issue you're having.
Based on your description, it seems like you may have the categories hidden. Don't worry, I'll show you how to fix this.
Show or hide categories
You can elect to show or hide categories when you print or email a sales form, depending on what you want your customer to see:
1.Select the Gear icon on the Toolbar.
2. Under Your Company, select Custom Form Styles.
3. Select a form and choose Edit.
4. Select the Content tab, then select the Pencil icon in the middle section of the form.
5. Clear the Category checkbox if you want to hide the categories. Select the checkbox if you want to show the category.
6. Select Save.
Now you're able to use and manage product categories to help save time.