Credit Request item categories essentially function like templates for your Credit Requests. Whenever an Administrator raises a Credit Request, they have the option to specify an item category for that request. This is particularly useful in cases where you wish to group or categorise your Credit Requests for accounting purposes.

The Create Credit Request panel, found in the Draft Credit Requests page, with the Category dropdown menu highlighted.

Credit Request item categories can be made via System > Settings > Credit Request Item Categories. Navigating here will open the Credit Request Item Categories page, which contains a list of your organisation’s Credit Request item categories. Here you can select Add Credit Request Item Category to create a new item category for your Credit Requests.

The Credit Request Item Category page, with the Add Credit Request Item Category button highlighted.

Selecting this option will open the Credit Request Item Category panel. From here you can specify the name and description of the item category, as well as the default amount that the item category will charge for.

The Credit Request Item Category panel.