How to Create a Category

Introduction #

Categories are essential for organizing and managing your product-service and income-expense details effectively. This article provides a step-by-step guide on how to create and manage categories in the Cosmic ERP Accounting module.

Prerequisites #

There are no specific prerequisites required to create a category.

Steps to Create a Category #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to Accounting System
   • Once logged in, locate and click on the Accounting System from the main menu.
3. Access Accounting Setup
   • In the Accounting System, find and click on the ‘Accounting Setup’ option.
4. Select Category
   • Click on the ‘Category’ option within the Accounting Setup section.
5. Create a New Category
   • Click on the create button to initiate the creation of a new category.
6. Enter Category Details
   • Category Name: Enter a name for the category.
   • Category Type: Select the type of category (Product-Service or Income-Expense) from the dropdown menu.
   • Account: Select the appropriate account for the category.
7. Create Category
   • Once all information is entered, click on the ‘create’ button to finalize and save the category details.

Conclusion #

Creating a category in the Cosmic ERP Accounting module is a straightforward process that helps you organize your financial records efficiently. Following these steps will ensure your categories are accurately recorded and easy to manage.