A step-by-step guide to operate business better with OCLite
ONLINE ONBOARDING
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Global Configuration
How Do I Change My Username, Email, or Password?
How Do I Manage Locations in OfficeCentral?
How to Add, Remove & Replace Users?
How to Manage Company’s Information?
How to Manage Public Holidays?
How to Register and Log In to OfficeCentral?
How to Set User Access in OfficeCentral? (Assign Roles)
How to Manage Company Bank Account?
What Should I Do If I Forgot My Password?
HRMS
1.1 HRMS Configurations – Manage Department
1.2 HRMS Configurations – Manage Designation
1.3 HRMS Configurations – Manage Job Classifications
1.4 HRMS Configurations – Manage Approvers
2.1 Staff Management – How to Add New Staff?
2.2 Staff Management – How to Edit Staff’s Information?
2.3 Staff Management – Resign, Deactivate, Suspend & Unassign
3.1.1 Leave Setup – Step 1: Define Leave Types
3.1.2 Leave Setup – Step 2: Leave Entitlement Defaults
3.1.3 Leave Setup – Step 3: Process Leave Entitlements
3.2.1How to Manage/Approve Leave Application for Staff (HR / Admin)
Payroll
Pricebook
CRM
Accounting
1.0 Accounting Configurations – Wizards
1.1 Accounting Configurations – Accounting Period
1.2 Accounting Configurations – Reference Number
2.0 Understanding Chart of Accounts
3.0 How to Create and Manage Customer (Debtor)
3.1 How to Create and Manage Invoice
3.2 How to Create and Manage Receipt (Receive Payment)
3.3 How to Create and Manage Credit Note
3.4 How to Create and Manage Debit Note
4.0 How to Create and Manage Supplier (Creditor)
4.1 How to Create and Manage Receive Invoice
4.2 How to Create and Manage Self-Billed Invoice
4.3 How to Create and Manage Payment (Issue Payment / Payment Voucher)
4.4 How to Create and Manage Received Credit Note
Manage Pricebook Categories
The Pricebook Category module allows you to organize your products and services into categories for easier management, filtering, and assignment in the Pricebook.
? Where to Access Pricebooks and Inventory Management
? Where to Access This Function
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Go to Pricebook Categories
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Click View List
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Here you can see all existing categories and access the following buttons:
| No | Button | Function |
|---|---|---|
| 1 | Add | Add a new category |
| 2 | Edit | Modify details of an existing category |
| 3 | Delete | Remove an unused category |
Use screenshot below to locate the buttons
Add New Category
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Click the Add New Pricebook Category button.
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Fill in the following fields:
| No | Field | Description |
|---|---|---|
| 1 | Name | Enter the category name (e.g., “Electronics”) |
| 2 | Description | Optional: short description of the category |
| 3 | Chart of Account (Revenue / Sales Revenue) |
Fully automated:Leave blank if you already set up automated accounting in Accounting Module. The system will create accounts automatically. Header account: System creates a new account for any new products/services under this category. Detail account: System maps new products/services to the selected account. |
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Click Save Form to create the category.
Edit Category
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In the View List, find the category you want to edit.
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Click Edit next to it.
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Update the fields as needed (Name, Description, Chart of Account).
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Click Save Form to apply changes.
Delete Category
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In the View List, find the category you want to delete.
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Click Delete next to it.
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Confirm deletion in the pop-up dialog.
⚠️ Important Notes:
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Only delete categories that are not linked to any products.
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Deleted categories cannot be recovered, so verify before confirming.