Labor Categories group Labors so they can be filtered, and so a Product can limit which Labors are offered during order entry. They are managed on the Labor tab of Component Categories, where each category has a Name and an optional Description. A category applies after it is selected under Labor Categories on Labor Details and the Labor is saved.
Table of Contents
- Labor Categories Screen
- Adding a Labor Category
- Editing a Labor Category
- Assigning Labor Categories
- Frequently Asked Questions
- Related Articles
Labor Categories Screen
Navigate to System Settings / Components / Component Categories.
a. Labor is the tab for Labor Categories. Materials, Machines, and Products are separate tabs.
b. Search finds a Labor Category by name.
c. Add New opens Add Labor Category.
d. The checkbox selects that category.
e. Actions includes Edit and Delete. Edit opens Edit Labor Category. Delete opens Confirm Delete.
Adding a Labor Category
Navigate to System Settings / Components / Component Categories.
1. Click Labor.
2. Click Add New.
3. Enter a Name.
Note: Name is required.
4. Enter a Description, if you want one.
5. Click Save.
Note: Saving the category does not assign it to a Labor. Select it on the Labor, then save the Labor.
Editing a Labor Category
Navigate to System Settings / Components / Component Categories.
1. Click Labor.
2. Click the Edit icon on the category row.
3. Update the Name.
4. Update the Description.
5. Click Save.
Assigning Labor Categories
Navigate to System Settings / Components / Labors.
1. Click the Labor. This example uses Install Labor.
2. Click Labor Details.
3. Select one or more categories under Labor Categories.
Note: Default Line Item Category is a separate field. It is the category applied when this Labor is added to an Estimate or Order. It does not group Labors.
4. Click Save.
Frequently Asked Questions
1. Is a Labor Category the same as a Default Line Item Category?
Answer: No. Labor Categories organize and filter Labors. When a category is linked to a Product, the Labor is available during order entry for that Product. Default Line Item Category is the category applied when that Labor is added to an Estimate or Order.
2. I added a Labor Category. Why is it missing on the Labor?
Answer: Adding the category does not assign it. Open the Labor, select the category under Labor Categories on Labor Details, and click Save.
3. Can one Labor use more than one Labor Category?
Answer: Yes. Select each category that applies under Labor Categories, then click Save.
4. What happens when a Labor Category is deleted?
Answer: Confirm Delete asks you to confirm. Labors that used the category lose that assignment. The Labors themselves are not deleted. To delete several categories on the Labor tab at once, see Using Component Categories.