Categories

Inventory Categories group items that share similar characteristics and are useful for inventory reporting. Categories are also criteria for Deal Pricing, Promotions, and Commissions in Sales Maintenance. Only one Category may be assigned to an inventory item. The list can contain an unlimited number of entries.

System Navigation

Inventory > Maintenance > Categories

Edit Category

Opened via the New or Modify buttons on the Categories form.

General tab

Field/Flag	Description
Features	Opens the Features form to manage sales features for this Category. Features are option groups used by the Product and Sales Configurator.
Name	Unique name of the Category.
Sales Quota	Planned annual sales in dollars; available in Sales > Order Reporting Ranking.
Active	If checked, this record is active.
Default	If checked, used as the default when creating new items.
Restricted Selling	If checked, marks this as a restricted Category. (Inventory Sub-Categories and Item Search 1–5 can also be restricted.)

User Fields tab

Deacom allows the creation of user-defined fields that, once created are available in various master data records, such as Items, Vendors, Ship-To-Companies and many others. These fields allow companies to enter and store information outside of the fields provided in the system. User fields can also be used in connection with User Calculations and are available for printing on the majority of Part Forms and Report Layouts throughout the system.

Units tab

Define minutes required per unit to receive/ship items in this Category; used with the Dock calendar for scheduling.

Note: Unit Minutes may also be defined on individual Units of Measure, Item Masters, and Sub-Categories, allowing companies to define a hierarchy for the minutes that will be required for receiving and shipping.

Field/Flag	Description
Unit of Measure	Select the UOM.
Receiving Minutes	Minutes required to receive the UOM for items in this Category.
Shipping Minutes	Minutes required to ship the UOM for items in this Category.

Features form

Opened via the Features button on Edit Category form. Lists Features added to the Category.

Control	Description
Add	Open Edit Feature to add a Feature to the Category. The Endpoints or sub-Features within the Feature will be available to all Sub-Categories and items within the Category, unless overridden at those lower levels. Those overrides can remove Endpoints or sub-Features, but not add them, so all available Endpoints and Features should be defined at the Feature level and subtracted from the Feature tree at the appropriate Category, Sub-Category, or Item Master level.
Overrides	If clicked, opens the Feature Overrides form, which displays a feature tree of this Category and all available options and prices, with the capability of overriding pricing and availability. Overrides established at the Category level are in effect at the Sub-Category and Item Master levels, unless overridden at those levels. Once an override is modified and saved, the new value from the Category level will be inherited to the Sub-Category and Item Master levels.
Inclusions	If clicked, opens the Feature Inclusions form, which displays a list of the inclusions and exclusions that have been added to the current Feature. See Edit Inclusion/Exclusion form for more information on Inclusions and Exclusions.
View Tree	If clicked, displays a feature tree of the selected Feature and all attached options and prices, which can be printed or exported to Excel.

Feature Overrides form

Lists the Overrides for this feature.

Edit Feature Override form

Opened via the "Modify" button on the Feature Overrides form.

Field/Flag	Description
Feature	Displays the name of the selected Feature or Endpoint.
Override Price	If checked, allows the user to modify the pre-defined Price of the selected Feature or Endpoint.
Price	Only available when the "Override Price" flag is checked. Allows the user to define a new Price for the selected Feature or Endpoint.
Override Status	If checked, allows the user to modify the availability of the selected Feature or Endpoint.
Status	Only available when the "Override Status" flag is checked. Pick list used to modify the availability of the selected Feature or Endpoint. Options are: Available Default Unavailable
Override Commission	If checked, allows the user to edit the "Commissionable" flag of the selected Feature or Endpoint.
Commissionable	Only available when the "Override Commission" flag is checked. Allows the user to modify the selected Feature or Endpoint to be eligible for Commissions.
Start Date	The date the override begins taking effect.
End Date	The date the override expires.