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Posted May 29, 2020
Product Category
Product Categories organize different products.  To configure product categories, navigate to Finance > Maintenance > Product Categories.  You need Contract Full, Contract Read, Finance Full, or Finance Read to access this page.  Example: The Products of 10th Grade Tuition, 11th Grade Tuition, and 12th Grade Tuition would be placed in a Product Category called Tuition.

Product Category Name is the name of the product category.

Description is a long description of the product category.

Default Revenue Account is a default revenue account for products sold to customers. Note: The individual products in the product category may have a different account specified.  Note: This field is not required.

Default Expense Account is the expense account for products purchased from vendors.  Note: The individual products in the product category may have a different account specified.  Note: This field is not required.

Note: Aside from the Online Store, less is more when configuring Product Categories.  Their use is primarily as an organizational tool.  In the case of the Online Store, Product Category Attributes are used to group merchandise into departments.  Example: Apparel, School Supplies, Gifts, Text Books, etc.
Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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