Create Manage Type
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Hammad Rahman

Created Dec 30, 2022

Create Manage Type

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Loadops

12 Steps
1

Go to Loadops by Optym

2

Click on SETTINGS

Click on SETTINGS
3

Click on Manage Types

Click on Manage Types
4

The highlighted bar shows the list of section to create the Custom line-item CommodityDocumentExpense categoryFinancial pay itemsMaintenance

The highlighted bar shows the list of section to create the Custom line-item Commodity
Document
Expense category
Financial pay items
Maintenance
5

click on "Add Manage Type" to create a new Document Type

click on "Add Manage Type" to create a new Document Type
6

Type Document type which you would like to create (below Image shows lumper as an example)

Type Document type which you would like to create (below Image shows lumper as an example)
7

Type the Description

Type the Description
8

Pick up an icon from the drop down

Pick up an icon from the drop down
9

Click on Add

Click on Add
10

The profile icon next to the lumper items indicates it's a custom line item that can also be deleted.

The profile icon next to the lumper items indicates it's a custom line item that can also be deleted.
11

Click on three vertical Dotten line to edit or delete as shown in the last step

Click on three vertical Dotten line to edit or delete as shown in the last step
12

You can edit the line item or delete the line item

You can edit the line item or delete the line item
Well done!
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