Add or edit material categories

Define material categories as the first step before adding material items or assemblies. The material category marked as the default will be used when materials are created 'on-the-fly', unless specifically changed.

Each category may be mapped to a separate sale, direct cost (COGS) or expense and current asset account in the accounting system. If there is no selection, the company default account mappings will be used.

Tips:

• Do not make it too complicated. Tidy reports will show much of the management information required, so there is no need to have a complex chart of accounts and P&L
• Use Xeros tracking categories in Tidy to further simplify information presentation for example Region and Customer Type