Product categories and sales terms

Last updated: August 28, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Sales Terms in the reference.

Setup task

What this does

Two small settings keep your sales tidy: categories to group your products, and reusable terms for payment. Both live under Sales > Settings, as two separate screens.

Product Category

Go to Menu > Sales > Settings > Product Category. Categories group your products for the catalogue and for reporting, and they can nest. Set a Parent (to nest it under another), a Code and Name, a Description, and mark it Active.

The Product Category screen, a flat list of categories with Code, Name, Description and Active columns
Product Category, a separate screen from Sales Terms

Sales Terms

Go to Menu > Sales > Settings > Sales Terms. Sales terms are reusable payment terms that apply to quotations, orders and invoices. Set a Name, a Description, the Due in days (for example 30), and mark it Active.

The Term screen, a list of sales terms with Name, Description, Due in days and Active columns
Sales Terms, listing each reusable payment term
Good to know. Set a default sales term under Sales > Settings > Default, so every new document starts with the right due date instead of you choosing it each time.

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