9.0. 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.

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How Do You Setup Uncontrolled Categories?

STEPS:

1. Click SETUP activity
2. Click ITEM DETAILS
3. Click ITEM CATEGORY 1 module
4. Click NEW
5. CODE enter B001FF
6. DESCRIPTION enter Dell
7. Click ADD
   

STEPS:

1. Click NEW
2. Repeat the process for the following
3. CODE enter B002
4. DESCRIPTION enter Canon
5. CODE enter B003
6. DESCRIPTION enter IBM
   

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How Do You Setup Controlled Categories?

STEPS:

1. Click SETUP activity
2. Click ITEM DETAILS
3. Click ITEM CATEGORY 2 module
4. Click NEW
5. CODE enter T001
6. DESCRIPTION enter Computer
7. CONTROLLED click Tick Controlled is Ticked so that Category 3 list is limited base on Category 2
8. Click ADD
   

STEPS:

1. Click NEW
   
2. Repeat the process for the following
3. CODE enter T002
4. DESCRIPTION enter Printer
5. CONTROLLED click Tick
6. Click ADD
7. Close module
   

STEPS:

1. Click SETUP activity
2. Click ITEM DETAILS
3. Click ITEM CATEGORY 3 module
4. Click NEW
5. CODE enter S001
6. DESCRIPTION enter Desktop
7. ITEM CATEGORY 2 select Computer This means that Desktop will be listed if Computer is selected for Item Category 2.
8. Click ADD
   

STEPS:

1. Click NEW
2. CODE enter S002
3. DESCRIPTION enter Notebook
4. ITEM CATEGORY 2 select Computer
5. Click ADD
   

STEPS:

1. Click NEW
2. CODE enter S003
3. DESCRIPTION enter Inkjet
4. ITEM CATEGORY 2 select Printer
5. Click ADD
   

STEPS:

1. Click NEW
2. CODE enter S004
3. DESCRIPTION enter Laserjet
4. ITEM CATEGORY 2 select Printer
5. Click ADD
6. Close module
   

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Assigning Stock Item To Category

STEPS:

1. Click ITEM module
2. Select Canon Laser Printer
3. Click EDIT
4. CATEGORY 1 select Canon
5. CATEGORY 2 select Printer
6. 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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