Updating a Product Category

You can update the details of a category in the Product Category master file, and you can delete product categories you no longer require. Note that you cannot delete product categories that have orders, current sales, stock on hand, or batches open.

1. Open the Category File Update screen for the category you want to update or delete.

Refer to "Opening the Product Category Master File".

2. Optionally, recall a category by selecting FILE | FIND.

3. Update the category details on the following tabs as required:

• Category settings - refer to "File - Product Category - Category"
• Category Markups - refer to "File - Product Category - Markups"
• Category Buy Breaks - refer to "File - Product Category - Buy Breaks"
• Category Sell Breaks - refer to "File - Product Category - Sell Breaks"
• Category Buy Names - refer to "File - Product Category - Buy Names"
• Category Group 1 sell price names - refer to "File - Product Category - Group 1 Names"
• Category Group 2 sell price names - refer to "File - Product Category - Group 2 Names"
• Sales Budget by category - refer to "File - Product Category - Budget"
• Alt Units (alternative selling units) - refer to "File - Product Category - Alt Units"
• IBT (inter branch transfers / inter company trading) - refer to "File - Product Category - IBT"
• Warehouse Surcharges (v2.8) - refer to "File - Product Category - Surcharges (v2.8)".

Technical Tip Please note that some options may be disabled due to: modules not being available on the system (like Job Costing or Kitting) user ID access having these options removed from the menu selection setup.

4. Select FILE | SAVE to save your changes.

5. To delete the category displayed, select FILE | DELETE.