Item Categories
Item Categories
The Items Categories has three functions:
- First of all, use it to assign categories to items and merge them into product groups. Based on item categories you can generate various reports - report for monitoring sales, determining product combinations and determining profitability of individual product groups. Here you can also set contract prices for the whole category: discount, formula (for calculating sale price), etc. For more information see Contract Prices.
- Secondly, it simplifies entering of items belonging to a category. Here you can set predefined item types, serial number tracking, warranty and other data. This greatly reduces chances of errors occurring when in the Items register (for more information see Default Values, Costing/Pricing and Custom Fields).
- Thirdly, use it to copy data to an already created Items register having previously specified the item's category (for more information see Costing/Pricing and Copy).
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- When entering a NEW item ID, default values get recorded in the register after entering a category.
- If you enter an ID of category in the Items register, corresponding data can only be copied from the Copy panel in Item Categories.
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General Information about a Category:
| Category |
Enter a transparent/non-transparent alphanumeric ID which cannot exceed 8 characters. |
| Name |
It cannot exceed 30 characters. |
| Type |
Enter or select a type of category. That is, you can select:
- B - Both- It is the default type of category. It includes the primary and secondary category.
- P - Primary - Set it for primary category.
- S - Secondary - Set it for secondary category.
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Click to generate the Item Categories report 023:
or Categories - by Hierarchy report 04Q:
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Click it to make a copy of the category. Change ID of category and make any other changes required. |
| (lookup) |
Use it to look up categories by ID or name. |
There are eighth paneles where you can find all data related to item categories.
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- Costing/Pricing - Set costing and price calculation for items belonging to a category.
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- Custom Fields – Having set custom fields of the Items register in Program Parameters, you can also set them for categories.
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 Copy - Use it to copy data from Item Categories to the Items register.
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    Specifications - Contains values which get filled in line of specification.
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See Taskbar for a general description of its functions. |