FAQs

To enable and view Tracking Categories in Sales:

1. Ensure your Xero account is connected to TidyStock.
2. In TidyStock, go to Settings > Company Settings > Sales & Purchases.
3. Enable the Sales Index List to display categories.
4. Create a new sales order and manually select the appropriate tracking category from the dropdown and save.

🚨 Important: Tracking categories do not sync automatically from Xero for each customer. You must select them manually when processing transactions.