Categories

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.

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.