IDI version 26.8 is now available.  Click here for details: IDI Updates.

Working with Retail Products - General Ledger Tab

Prev Next

From the Retail Product General Ledger tab you can view the system-provided GL subcategories for the product type.

You can set a retail product to either inherit GL subcategory properties or override them.

To edit a retail product's assigned GL account:

  • From the Retail Product's General Ledger Tab, click the Edit button.

    This displays the Edit GL Assigned Accounts window.

    UG template for Help

  • For any subcategory whose properties you want to change, click the down arrow in the Override column of the subcategory's row and select either Inherit or Override.

  • Then click the down arrow in the GL Account column to select a different category or None.

  • Click Save to keep your changes.