{"id":8955,"date":"2023-12-01T12:05:02","date_gmt":"2023-12-01T12:05:02","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d8%b3%d8%aa%d8%a8%d8%b9%d8%a7%d8%af-%d8%a8%d8%b9%d8%b6-%d8%a7%d9%84%d9%85%d9%86%d8%aa%d8%ac%d8%a7%d8%aa-%d8%a3%d9%88-%d8%a7%d9%84%d8%aa%d8%b5%d9%86%d9%8a%d9%81%d8%a7%d8%aa-%d9%85%d9%86-%d8%b9\/"},"modified":"2026-01-04T07:17:05","modified_gmt":"2026-01-04T07:17:05","slug":"excluding-some-products-or-categories-from-the-sales-operations","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/excluding-some-products-or-categories-from-the-sales-operations\/","title":{"rendered":"Excluding some Products or Categories from the Sales Operations"},"content":{"rendered":"

[vc_row][vc_column][vc_custom_heading text=”How to exclude the Products Categories from the Sales Processes” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1701433184287{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1736327162248{margin-left: 200px !important;}”]Many times, we need to use certain items, whether they are services, consumables, or raw materials, that are intended for internal use only and are not subject to the process of selling to the end customer.<\/p>\n

The system allows the exclusion of some products from sales processes. This can be done by assigning a category to the products that need to be excluded, and then excluding this category from the sales settings.[\/vc_column_text][vc_custom_heading text=”Firstly: Assigning a Category to the Items required to be excluded” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1701433237559{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1701433745746{margin-left: 200px !important;}”]<\/p>\n

    \n
  1. From the main menu, click on “Inventory.”<\/strong><\/li>\n
  2. Click on “Products & Services.”<\/strong><\/li>\n
  3. Edit the products you want to exclude from sales.<\/li>\n
  4. In the “Category”<\/strong> field, add a category name, for example, “Raw.”<\/strong><\/li>\n
  5. Click “Save”<\/strong> to apply the modification.<\/li>\n<\/ol>\n

    \"\"[\/vc_column_text][vc_custom_heading text=”Secondly: Adding the Category to the “Categories Excluded from Sales“ list” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1701433449393{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1767511013192{margin-left: 200px !important;}”]<\/p>\n

      \n
    1. From the main menu, click on “Sales.”<\/strong><\/li>\n
    2. Click on “Sales Settings.”<\/strong><\/li>\n
    3. Click on “Invoicing Settings”<\/strong><\/li>\n
    4. Add the category “Raw” as shown in the example in the list under “Prevent Specific Item Categories from Being Sold or Invoiced”<\/strong><\/li>\n
    5. Click “Save.”<\/strong><\/li>\n<\/ol>\n

      \"\"[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-warning”]<\/p>\n

      When adding the category in this field found in Sales Settings, any item assigned to this category will not be sold again until this category is removed from the Sales Settings.<\/p><\/blockquote>\n

      [\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":17,"template":"","categories":[2149,2036,2150],"tags":[4925,4923,4924,4922,4926,4917,4918,4919,4920,4921],"class_list":{"0":"post-8955","1":"user_manual","2":"type-user_manual","3":"status-publish","4":"hentry","5":"category-invoices-and-estimates","6":"category-sales","7":"category-sales-settings","8":"tag-blocking-products-from-the-sales-operations","9":"tag-excluding-categories-from-sales-operations","10":"tag-excluding-products-from-sales-operations","11":"tag-excluding-raw-materials-from-sales","12":"tag-suspending-the-sale-of-raw-materials","13":"tag-------en","14":"tag------en","17":"tag-----en"},"yoast_head":"\nExcluding some Products or Categories from the Sales Operations - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/excluding-some-products-or-categories-from-the-sales-operations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Excluding some Products or Categories from the Sales Operations - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_custom_heading text=”How to exclude the Products Categories from the Sales Processes” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1701433184287{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1736327162248{margin-left: 200px !important;}”]Many times, we need to use certain items, whether they are services, consumables, or raw materials, that are intended for internal use only and are not subject to the process of selling to […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/excluding-some-products-or-categories-from-the-sales-operations\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-04T07:17:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-01_14h28_19.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/excluding-some-products-or-categories-from-the-sales-operations\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-01_14h28_19.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-01_14h28_19.png\",\"width\":1246,\"height\":466},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/excluding-some-products-or-categories-from-the-sales-operations\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/excluding-some-products-or-categories-from-the-sales-operations\/\",\"name\":\"Excluding some Products or Categories from the Sales Operations - 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