Inventory Categories
Before you create Item Codes
you need to define the Category first.
Please note that Inventory Category 0
is the old category, extended Inventory
Category 1 - 5 is the new category levels being extended. Users
are advised to set inventory category
0 with the identical settings to be appeared in extended
inventory category level 1. There are some older reports that are
based on Category 0. However,
newer reports are mainly based on extended
category 1 - 5.
1. Creating Category at LEVEL 0
Go to Inventory --> Maintenance -->
Add Category
Take note... the descriptions as Level 0 will be the same as Level 1
Level 0 : Category Code: eg. ADT
Category Name : eg. Adapter
Description : eg. Adapter
above it the example how to create the category. Normally
in Level 0, it is for general name of all items. Another eg. BAG, NBK
etc...
Nb: You can set a standard code of 2 or 3 character
for all the Code.
eg. BAG, NBK, ADT etc...
Creating Category Level 1 - 5
Go to Inventory --> Maintenance -->
Extended Category
Level 1 : is the same as Level 0
Level 2 : You
can set Level 2 to represent all the brand name
SortCode: ZYX
Code : ZYX
Name : Zyxel
Description : Zyxel
Level 3 : You
can set Level 3 to represent "product specification"
SortCode: 1GB
Code : 1GB
Name : 1GB
Description : 1GB
Level 4 & 5 : You
can set for other product specification also.
Nb: It is not a MUST to use all the Level available.
Each time you would like to see the list on each Level
Go to Inventory --> Maintenance --> Extended Category
:- select the preferred Level and click " get list".
How to Create
Item
Code
You can create an item code based on the example shown below.
[General Name] - [Brand Name] - [Specification] - [Specification]
eg 1. Item Code :
ADT-A1P-5-CAR
Item Name : ADAPTER A1PRO ACG 5 CONNECTORS CAR CHARGER
Level 0 & 1 : ADT Adapter : General Name
Level 2 : A1P : Brand Name
Level 3 : 5 : Product Specification
Level 4 : CAR : Product Specification
Level 5 : Bill : Person In Charge
eg 2. Item Code: BAG-TP-15_-BL-PAC160B
Item Name : NOTEBOOK BAG TRAVELPAC 15" SLIPCASE BLUE PAC160B
Level 0 & 1 : NBK Notebook Bag : General Name
Level 2 : TP : Brand Name
Level 3 :
Level 4 : BL : Product specification
Level 5 : Goh : Person In Charge
For Level 1 and level 2, if you are using 2 alphabet for level 1, and 3
alphabet for level 2 for the category code, i would
highly recommend that you remain consistent, meaning, all category code in the same level will have same number of alphabet,
and when you create the item
code, try to follow the same convention also.