Home » Categories » 08. ProPack Modules

Report Pro: Re-Categorize History Invoice Line Items

REPORT PRO

Re-Categorize My History Invoice Line Items

It is important to note descriptions as they appear in your management system of the line items (labor, parts, sublet) that you are assigning/re-assigning for entering in the text Category Search can use to search for assigning categories.

1. Select the tools tab

2. Select the Category Tools Tab (Category Tools window opens)

3. Select the Unassign Categories tab

4. Highlight the category(s) that need line items unassigned

5. Click the Unassign All Line Items From This Category button

6. Select the Assign Categories tab

7. Type your search text in the Search Line Items text box

7.1. Alternate method is to Load All unassigned categories

8. Click the Search button

9. Highlight the lines that you would like to assign the same category to. Use the Shift+LeftMouseClick to highlight multiple sequential lines or CTRL + Left Mouse Click to highlight multiple non-sequential lines

10. Right Click with the cursor in the results grid to bring up your management system category list

11. Hover over the category you would like to assign the categories to. Use the scroll arrows at the top or bottom of the category display window to move the list up or down.

12. Left Click the category you would like to assign the selected line item(s) to

0 (0)
Article Rating (No Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
Related Articles RSS Feed
Lube Sticker Pro: Select Lube Sticker Printer
Viewed 9294 times since Tue, Jan 15, 2013
Message Manager Pro: Print Text Message History For A Phone Number
Viewed 2887 times since Tue, Jan 15, 2013
Lube Sticker Pro Windshield Labels
Viewed 20229 times since Tue, May 29, 2012
Message Manager Pro: Increase Number of Messages Displayed In Messages Window
Viewed 2588 times since Tue, Jan 15, 2013
Lube Sticker Pro: Use Year-Make-Model Oil Change Intervals
Viewed 2953 times since Tue, Jan 15, 2013
Lube Sticker Pro: Jump Start Your Calendar
Viewed 13596 times since Tue, Jan 15, 2013
Report Pro: Email An Estimate / RO / Invoice
Viewed 7546 times since Tue, Jan 15, 2013
Lube Sticker Pro: Set Days Of The Week Auto Appointments Are Created On
Viewed 2162 times since Tue, Jan 15, 2013
Report Pro: Customizing Multi Point Inspections
Viewed 55102 times since Tue, Jan 15, 2013
Report Pro: Configure Email Settings
Viewed 3825 times since Tue, Jan 15, 2013