Difference between revisions of "Categories"
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| − | = List Categories = | + | === In This Section === |
| + | Here you will be able to create a new category and edit a pre-existing customer. | ||
| + | |||
| + | === List Categories === | ||
The default view is a list of categories and their relevant settings. | The default view is a list of categories and their relevant settings. | ||
| + | The number in brackets for "Use for Customers" and "Use for Suppliers" is the number of Customers/Suppliers assigned to them. | ||
| − | + | === Create New Category (and Edit an existing one) === | |
| + | === Options available during Create / Edit === | ||
| − | |||
| − | |||
'''Name'''<br /> | '''Name'''<br /> | ||
| − | + | This is where you can set a name for the Category. | |
| + | |||
'''Active'''<br /> | '''Active'''<br /> | ||
| − | + | This is where you can set the Category as active. | |
| + | |||
'''Default'''<br /> | '''Default'''<br /> | ||
| − | + | This is where you can set the Category as the Default, you can have one default for Customers, and another one for Suppliers, or use the same Category for both.<br /> | |
| + | |||
'''Use for Customers'''<br /> | '''Use for Customers'''<br /> | ||
| − | Tick this option if you are using the Category for Customers. | + | Tick this option if you are using the Category for Customers. |
| + | |||
'''Use for Suppliers'''<br /> | '''Use for Suppliers'''<br /> | ||
| − | Tick this option if you are using the Category for Suppliers. | + | Tick this option if you are using the Category for Suppliers. |
| + | |||
'''Customer Specific Pricing'''<br /> | '''Customer Specific Pricing'''<br /> | ||
| − | Tick this option if the Category will have Customer Specific Pricing setup. | + | Tick this option if the Category will have a Customer Specific Pricing setup. |
| + | |||
'''Consolidated Invoicing'''<br /> | '''Consolidated Invoicing'''<br /> | ||
| − | Tick this option the all customers in this Category will have Consolidated Invoicing. | + | Tick this option the all customers in this Category will have Consolidated Invoicing. |
| + | |||
'''Select Consolidated Frequency'''<br /> | '''Select Consolidated Frequency'''<br /> | ||
| − | Select the appropriate option for consolidated invoicing. | + | Select the appropriate option for consolidated invoicing. |
| + | |||
'''Consolidated Time'''<br /> | '''Consolidated Time'''<br /> | ||
| − | This is only used for Daily Consolidation, and entered as hh:mm:ss. | + | This is only used for Daily Consolidation, and entered as hh:mm:ss. |
| + | |||
'''Consolidated Day'''<br /> | '''Consolidated Day'''<br /> | ||
| − | This is only used for Weekly Consolidation, and selected by Day. | + | This is only used for Weekly Consolidation, and selected by Day. |
| − | '''Consolidated Day of Month''' | + | |
| − | This is only used for Monthly Consolidation, and selected by Day of Month. For the last of the month, it is recommended to use "28" to avoid issues with February/Leap Years. | + | '''Consolidated Day of Month''' |
| + | This is only used for Monthly Consolidation, and selected by Day of Month. For the last of the month, it is recommended to use "28" to avoid issues with February/Leap Years. | ||
| + | |||
'''Cost Plus Pricing'''<br /> | '''Cost Plus Pricing'''<br /> | ||
| − | Enter a percentage here if all customers will have "Cost Plus" pricing. | + | Enter a percentage here if all customers will have "Cost Plus" pricing. |
| + | |||
'''Group Discount'''<br /> | '''Group Discount'''<br /> | ||
| − | Enter a percentage here if all customers will have a "Discount" from the normal selling price. | + | Enter a percentage here if all customers will have a "Discount" from the normal selling price. |
| + | |||
'''Override Delivery Method'''<br /> | '''Override Delivery Method'''<br /> | ||
| − | Specify a Delivery Method here if all customers in this | + | Specify a Delivery Method here if all customers in this category will have a designated delivery method against them. |
| + | |||
| + | === Options only available during Edit === | ||
| − | |||
During the edit, you will be given a list of all available "Product Groups" and an "Uplift %" - enter the appropriate values here. | During the edit, you will be given a list of all available "Product Groups" and an "Uplift %" - enter the appropriate values here. | ||
Any left at "0.00" will use the default values assigned against the Product Group. | Any left at "0.00" will use the default values assigned against the Product Group. | ||
| − | = Category Special Pricing (S button) = | + | === Category Special Pricing (S button) === |
To setup any special pricing against a category, use this option. | To setup any special pricing against a category, use this option. | ||
'''SKU'''<br /> | '''SKU'''<br /> | ||
| − | Here you can search by SKU and/or Name. | + | Here you can search by SKU and/or Name. |
| + | |||
'''Price'''<br /> | '''Price'''<br /> | ||
| − | Here you can specify the price (excluding VAT/GST). | + | Here you can specify the price (excluding VAT/GST). |
| + | |||
'''Date From'''<br /> | '''Date From'''<br /> | ||
| − | Here you can specify the date the price is effective from. | + | Here you can specify the date the price is effective from. |
| + | |||
'''Date To'''<br /> | '''Date To'''<br /> | ||
| − | Here you can specify the date the price is effective until. | + | Here you can specify the date the price is effective until. |
| − | = Category Stock Pricing (P button) = | + | === Category Stock Pricing (P button) === |
| − | Here you can search by SKU / Name and specify a Price to be used for Customers in this Category. | + | Here you can search by SKU/Name and specify a Price to be used for Customers in this Category. |
| − | = Delete Category (D button) = | + | === Delete Category (D button) === |
This option will permanently delete a category. | This option will permanently delete a category. | ||
Latest revision as of 10:49, 15 December 2023
Contents
In This Section
Here you will be able to create a new category and edit a pre-existing customer.
List Categories
The default view is a list of categories and their relevant settings. The number in brackets for "Use for Customers" and "Use for Suppliers" is the number of Customers/Suppliers assigned to them.
Create New Category (and Edit an existing one)
Options available during Create / Edit
Name
This is where you can set a name for the Category.
Active
This is where you can set the Category as active.
Default
This is where you can set the Category as the Default, you can have one default for Customers, and another one for Suppliers, or use the same Category for both.
Use for Customers
Tick this option if you are using the Category for Customers.
Use for Suppliers
Tick this option if you are using the Category for Suppliers.
Customer Specific Pricing
Tick this option if the Category will have a Customer Specific Pricing setup.
Consolidated Invoicing
Tick this option the all customers in this Category will have Consolidated Invoicing.
Select Consolidated Frequency
Select the appropriate option for consolidated invoicing.
Consolidated Time
This is only used for Daily Consolidation, and entered as hh:mm:ss.
Consolidated Day
This is only used for Weekly Consolidation, and selected by Day.
Consolidated Day of Month This is only used for Monthly Consolidation, and selected by Day of Month. For the last of the month, it is recommended to use "28" to avoid issues with February/Leap Years.
Cost Plus Pricing
Enter a percentage here if all customers will have "Cost Plus" pricing.
Group Discount
Enter a percentage here if all customers will have a "Discount" from the normal selling price.
Override Delivery Method
Specify a Delivery Method here if all customers in this category will have a designated delivery method against them.
Options only available during Edit
During the edit, you will be given a list of all available "Product Groups" and an "Uplift %" - enter the appropriate values here.
Any left at "0.00" will use the default values assigned against the Product Group.
Category Special Pricing (S button)
To setup any special pricing against a category, use this option.
SKU
Here you can search by SKU and/or Name.
Price
Here you can specify the price (excluding VAT/GST).
Date From
Here you can specify the date the price is effective from.
Date To
Here you can specify the date the price is effective until.
Category Stock Pricing (P button)
Here you can search by SKU/Name and specify a Price to be used for Customers in this Category.
Delete Category (D button)
This option will permanently delete a category.
