From Orders, select Set up tables > Product categories
Current Categories
This list displays the defined product categories.
Category
Enter a code for the product category.
Description
Enter a description of the product category.
Category Options
Enable the options that you want enabled by default when defining new products on the Manage products window (from Orders, select Manage inventory> Manage products). You can override all settings at the product level.
User Defined Field Captions
(Optional) Enter captions in the UF_1, UF_2, UF_3, and UF_4 fields that will display on the Product Detail window. Each caption that you define generates a text box on the Product Detail window for products belonging to that category. You can define the same or different captions for any product category.
When entering or editing an order, some products may require additional order information before an order can be shipped. The user-defined fields on the Product Detail window allow you to record this additional information.
You also have the ability to define general lookup/validation tables for each of the user-defined fields, and any predefined data can be accessed by selecting each field's Find icon on the Product Detail window. Regardless of whether general lookup/validation tables have been set up, you always have the ability to enter any necessary order information.
General lookup/validation tables are set up for product category user-defined fields by combining the product category codes and field labels defined on the Set up product categories window. When setting up a table for a user-defined field, the product category code and field label must be separated by an underscore. For example, if the product category code is PUB and the field label is Binding, the general lookup/validation table for the user-defined field would be PUB_BINDING as displayed in the following example:
Example of a general lookup/validation table set up for a user-defined field
Default Accounts
These accounts allow you to define the default accounts for products within this category. You can override the accounts at the product level on the Accounting window and at the warehouse level on the Warehouses window if Multi-Warehouses is enabled.
When defining product-level accounts, the most specific accounting information takes precedence. For example, iMIS first looks for warehouse level accounts. iMIS then looks for product level accounts. If you have not defined product-level accounts, iMIS uses the default product category accounts. If you have not defined default product category accounts, iMIS uses the accounts defined on the Inventory System Setup window (from Orders, select Set up module, and click ).
button
Click to open the Web Options window for the selected product category. The Web Options window is used for enabling products either for sale or for viewing on the Web.
10.6 Production Release. Updated 2/24/2006 11:12:06 AM
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