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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
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.