Inventory/ Item Categories
What Are Categories For?
Categories are for grouping of your stock items for reporting purpose. Following is an example how you can make use of it.
How Do You Setup Uncontrolled Categories?
Location
Setup> Items Category 1
Action
Click SETUP activity
> Click ITEM DETAILS
> Click ITEM CATEGORY 1 module
> Click NEW
> CODE enter B001
> DESCRIPTION enter Dell
> Click ADD
Location
Setup>Item Details> Items Category 1
Action
Click NEW
> Repeat the process for the following
> CODE enter B002
> DESCRIPTION enter Canon
> CODE enter B003
> DESCRIPTION enter IBM
How Do You Setup Controlled Categories?
Location
Action
Click SETUP activity
> Click ITEM DETAILS
> Click ITEM CATEGORY 2 module
> Click NEW
> CODE enter T001
> DESCRIPTION enter Computer
> CONTROLLED click Tick Controlled is Ticked so that Category 3 list is limited base on Category 2
> Click ADD
Location
Setup> Items Details>Item Category 2
Click NEW
Action
> Repeat the process for the following
> CODE enter T002
> DESCRIPTION enter Printer
> CONTROLLED click Tick
> Click ADD
> Close module
Location
Setup> Items Details>Item Category 3
Action
Click SETUP activity
> Click ITEM DETAILS
> Click ITEM CATEGORY 3 module
> Click NEW
> CODE enter S001
> DESCRIPTION enter Desktop
> ITEM CATEGORY 2 select Computer This means that Desktop will be listed if Computer is selected for Item Category 2.
> Click ADD
Location
Setup> Items Details>Item Category 3
Action
Click NEW
> CODE enter S002
> DESCRIPTION enter Notebook
> ITEM CATEGORY 2 select Computer
> Click ADD
Location
Action
Click NEW
> CODE enter S003
> DESCRIPTION enter Inkjet
> ITEM CATEGORY 2 select Printer
> Click ADD
Location
Setup> Items Details>Item Category 3
Action
Click NEW
> CODE enter S004
> DESCRIPTION enter Laserjet
> ITEM CATEGORY 2 select Printer
> Click ADD
> Close module
Assigning Stock Item To Category
Location
Setup> Items Details >Item
Action
Click ITEM module
> Select Canon Laser Printer
> Click EDIT
> CATEGORY 1 select Canon
> CATEGORY 2 select Printer
> CATEGORY 3 select Laserjet
Notice that only Inkjet or Laserjet is available for selection. This is due to the controlled setting.
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