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Add Category[MIGRATED]

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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.

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