This will open the Category table setup form.
- Every Item in the System goes into a parent Category.
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Each Category must be assigned to a parent Department .
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Each Department must be assigned to a parent Main Area.
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Categories let you subdivide your Departments.
This avoids having hundreds of buttons on the POS Lanes, but gives a more detailed grouping of your items for reporting purposes. -
If you want to make life simple, make the Department and Category numbering the same.
e.g. Setup Category 10 and Department 10, Link Category 10 to Department 10: Then, if you put an item into Category 10, it is automatically in Department 10.
- To select a Category to edit, click on it's record on the left hand side of the form.
- Click on the 'Save' button to Save the record.
- To add a new record, click on the 'New' button and fill in the new Category number and description. Click 'Save' to save the new record.
- To remove a Category click on the 'Delete' button.
If the parent Category contains any 'child' items, the operation will not be allowed.
- Category ID - Use a unique, non zero number for the ID. The Category ID numbers do not have to be sequential, but should have an upper limit of 999999999.
- Category Description - Put the Category's name in this field.
- In Department - Link the category to a department.
The Departments show to the right in the pink table.
It is very important that you do this accurately or your Department reports will meaningless.
- GM% - Put in the Target Gross Profit Margin required for this Category,
OR put a zero in this field if it is a category that contains non-profit items.
When a new item is entered into the system, the retail price can be calculated by default to allow the Gross margin programmed into its Category.
The Target Gross (profit) Margin is calculated as follows - (100 - ((Cost/Retail) * 100))
e.g. a 15% Gross Margin would translate to a profit of 15c for every dollar sold.
(Or 85% of the retail value is your cost!) - GL - Code Provides a way to group Categories into those codes that your accounting
people wants to see on their reports.
The software provides, sales, on-hand and purchasing reports by GL (General Ledger) Codes.
Please note, Deposits and Fees are not included in G/L reports.
(Deposit and fee - Sales, Receivings and On Hand figures are available from Stock Sheets, Daily Summary Reports and Inventory Reports.) - Controlled Items - New Items only placed in this category will inherit this status
when placed in a Category.
The Controlled flag is used for sales reporting purposes on the POS Lanes and Inventory - Reports and Period Activity Reports. - Label - Enter a Label Design ID in this box. This enables common Labels to be built by Category without having to specify any ranges in the Labels and Signs functions.
- Suppress Label - Any Label Batch built in Labels and Signs will exclude this category automatically.
- Suppress Category - CAUTION! - checking this box will render the Category invisible to all item maintenance routines and the POS Lanes.
- 'Update Item File' button - Click to update all items in this category with your
settings.
It is important to run this option if you have changes the Department a Category belongs to.
- Default GM (Gross Margin) - Set to the required Gross Profit Margin required by default when new items/categories are entered into the system. (A 'default' is what happens if you don't do anything else.)