Difference between revisions of "Categories"
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(Created page with "= 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 amount...") |
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| − | = List Categories = | + | === 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 amount of Customers/Suppliers assigned to them. | The number in brackets for "Use for Customers" and "Use for Suppliers" is the amount of Customers/Suppliers assigned to them. | ||
| − | = Create New Category (and Edit an existing one) = | + | === '''Create New Category (and Edit an existing one)''' === |
| − | == Options available during Create / Edit == | + | === Options available during Create / Edit === |
| − | '''Name''' | + | '''Name''' |
| − | Here you can set a name for the Category. | + | *Here you can set a name for the Category. |
| − | '''Active''' | + | '''Active''' |
| − | Here you can set the Category as active. | + | *Here you can set the Category as active. |
| − | '''Default''' | + | '''Default''' |
| − | Here you can set the Category as the Default, you can have one default for Customers, and one for Suppliers, or use the same Category for both.<br /> | + | *Here you can set the Category as the Default, you can have one default for Customers, and one for Suppliers, or use the same Category for both.<br /> |
| − | '''Use for Customers''' | + | '''Use for Customers''' |
| − | 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''' | + | '''Use for Suppliers''' |
| − | 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''' | + | '''Customer Specific Pricing''' |
| − | Tick this option if the Category will have Customer Specific Pricing setup. | + | *Tick this option if the Category will have Customer Specific Pricing setup. |
| − | '''Consolidated Invoicing''' | + | '''Consolidated Invoicing''' |
| − | 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''' | + | '''Select Consolidated Frequency''' |
| − | Select the appropriate option for consolidated invoicing. | + | *Select the appropriate option for consolidated invoicing. |
| − | '''Consolidated Time''' | + | '''Consolidated Time''' |
| − | 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''' | + | '''Consolidated Day''' |
| − | 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''' | + | '''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. | + | *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''' | + | '''Cost Plus Pricing''' |
| − | 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''' | + | '''Group Discount''' |
| − | 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''' | + | '''Override Delivery Method''' |
| − | Specify a Delivery Method here if all customers in this Category will have a designated delivery method against them. | + | *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''' | + | '''SKU''' |
| − | Here you can search by SKU and/or Name. | + | *Here you can search by SKU and/or Name. |
| − | '''Price''' | + | '''Price''' |
| − | Here you can specify the price (excluding VAT/GST). | + | *Here you can specify the price (excluding VAT/GST). |
| − | '''Date From''' | + | '''Date From''' |
| − | Here you can specify the date the price is effective from. | + | *Here you can specify the date the price is effective from. |
| − | '''Date To''' | + | '''Date To''' |
| − | 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. |
Revision as of 13:37, 15 September 2021
Contents
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 amount of Customers/Suppliers assigned to them.
Create New Category (and Edit an existing one)
Options available during Create / Edit
Name
- Here you can set a name for the Category.
Active
- Here you can set the Category as active.
Default
- Here you can set the Category as the Default, you can have one default for Customers, and 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 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.
