Category Master

How to | See Also | Summary


Category* :
Category is the basic Stock Keeping Unit of inventory like Article.
Description:
Short Description or name of the Category, this will be needed at the time of sales setup and at retail counter.
Extended Description:
Detailed Description of the Category, sometimes useful at Retail Counters.
Short Name:
Very Short Description or "Alias" of the Category, helpful in searching the category from the search-list while feeding purchases or purchase orders
Active Status :
When checked, Category is treated as Active and available in all search-lists into subcategory master creation. The Inactive Category are not available in the search-lists, however you can get reports for all Category regardless of its Active Status.
Department :
Name of the Department to which the current Category belongs.Select Department from the available Department List open in grid.
Tax Category:
There are basically three predefined Tax Category are already created in software,the following are:

  1. Handloom
  2. Readymade
  3. Leathermade

Coding Scheme*:
Denotes the coding pattern to be followed while maintaining stock for this Category. The system supports following Coding Schemes:

  1. Fixed :- The stock is maintained with a fixed set of Item Codes. (By default Item Code is the Article Number itself).
  2. Lot :- Also known as "Lot", in this coding scheme, a system generated code will be assigned to a batch of items at each purchase.
  3. Unique :- Each individual piece would bear its unique identification through system generated code, very useful for valuable items or when you want to track transaction for each piece separately.
  4. EAN :- EAN verified system generated code will be generated for a combination of Article, Color and Size. The EAN codes are universally accepted and very useful when collaborating with world class companies.

Unit Of Measurements (UOM)* :
Specify the Unit of Measurement for the current Category.
Stock Type*:
Denotes the type of stock on how this Category would be handled in inventory management throughout the system. Stock Type of an Category can be one of the following:

  1. Inventory:- Denotes that this Category is an inventory item and its stock will be maintained in the trading or manufacturing transactions.
  2. Non-Inventory:- Denotes that this Category is not an inventory items and no need to maintain its stock.
  3. Asserts:- Denotes that this Category is a Consumable item such as printer-roll, shopping-bag etc.
  4. Consumable:- Denotes this this Category is an Asset. Asset tracking and depreciation mechanism will be implemented on this Category.

Rounding Method:
It is basically used for rounding the MRP value

  1. No Rounding
  2. Generic Rounding
  3. Round By Multiple Of Rounding value
  4. Round to the end of Rounding Value

Round value:
The Result of Rounded Method is shown in Round value field
Sales Tax:
Sales tax is the tax payed by used by the current branch it inclue state detail, Tax type of this state, Tax percentage etc


How To:



Add New Category:

  1. Click On Inventory from menu bar.
  2. Select Categories from the list.
  3. Now, category Grid Page will get open up.
  4. Select on Add New inventory Category from Tasks into Category Grid page.
  5. Now, Category Master page will get Open.
  6. First, Assign the Department Name which is already created into department master.
  7. Specify the Category name and If necessary specify its description, shortname.
  8. Tick on the active status.
  9. Specify Tax Category which is existing into Tax Category master.
  10. Specify the default value of UOM which is existing into UOM master.
  11. Specify Coding type from the the drop down list.
  12. Specify Stock Type from drop down list.
  13. Specify MRP rounding Method.
  14. Click On Save button.


Edit the existing Category:

  1. Click On Inventory from menu bar.
  2. Select Categories from the list.
  3. Now, Categories Grid Page will get open up.
  4. Select the row on the category grid and then click on Edit the exising inventory Category from Tasks.
  5. Now,Category Master page of edititable category will get Open.
  6. Now Edit the required filled correctly.
  7. Click On Save button.



See Also: Department | Article | Subcategories | UOM |Rounding Method


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Revised: 10/28/2014.