How Categories Appears in “Create Product” and “Create Party” Modules?

1. Log in to your Fit+club account on your mobile device.
2. Navigate to the Catalog or Parties Section:
   • From the dashboard, locate the three-dot menu icon at the bottom right corner of the screen.
   • Tap this menu icon.
   • A pop-up menu will appear from the bottom. From this menu, tap on the “Catalog” or “Parties” navigation option.
   • You will now see Products or Parties feature: “Products” or “Parties”.

1. Description: This feature allows you to associate a newly created product with an existing category, enabling better organization and filtering of your product inventory.
2. Location: The category selection appears under the “General Details” section, usually below the “Product Name” field. It is presented as a dropdown menu.

Step-by-step Usage:

1. Navigate to “Create New Item”: From your application’s menu, proceed to the “Create New Item” or “Create Product” section.
2. Fill General Details:
   • Enter the “Product Name” in the designated field.
   • Below the “Product Name” field, you will see a dropdown menu. In the example, it shows “Candies,” indicating a previously created category.
3. Select Category:
   • Tap on this dropdown menu (where “Candies” is displayed).
   • A list of your previously created product categories (e.g., “Candies,” “Chocolates,” “Snacks,” etc.) will appear.
   • Select the appropriate category for the new product you are creating by tapping on its name in the list.
4. Define Item Type (Goods/Service): Next to the category dropdown, choose whether the item is a “Goods” or a “Service” by tapping the respective button.
5. Complete Other Details: Continue filling out other required details like “Stock Details” and “Price Details” as per your product’s information.
6. Save the Item: Tap the “Save” button at the bottom of the screen to create the new product with the selected category.

1. Description: This feature allows you to associate a newly created party with an existing category, enabling better segmentation and management of your parties.
2. Location: The category selection appears under the “General Details” section, typically near the “Email” field. It is presented as a dropdown menu..

Step-by-step Usage:

1. Access the “Create Party” Screen
   • Navigate to the “Create Party” section of your application. This screen allows you to add new customer or supplier entities.
2. Select Party Type (Customer or Supplier)
   • In the “General Details” section, locate the two buttons: “Customer” and “Supplier.”
   • Tap on “Customer” if you are adding a new customer to your records. This is typically for entities you sell to.
   • Tap on “Supplier” if you are adding a new supplier to your records. This is for entities from whom you purchase goods or services.
3. Select Category:
   Tap on this dropdown menu (where “Wholesale” is displayed).
   A list of your previously created product categories (e.g., “Wholesale,” “Retail,” etc.) will appear.
4. Complete the remaining required fields in the “Create Party” form:
   • Party Name*: Enter the name of the customer or supplier.
   • Contact Number*: Provide the primary contact number.
   • Email: (Optional) Enter the email address.
   • Business Details: Fill in GSTIN, PAN No, Opening Balance, and select “To Collect” or “To Pay” for the balance.
   • Place of Supply: Select the state (e.g., “Tamil Nadu”).
   • Custom Attribute: (Optional) Add custom information like “Dob” (Date of Birth) by selecting the date.
   • Address: Tap “+ Add Address” to input the party’s address.
5. Save the Party
   • After filling in all the necessary information and categorizing the party, tap the “Save” button at the bottom of the screen to create the new party entry.
   • If you wish to abandon the creation process, tap “Discard.”