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2.8.3.  Product Categories

2.8.3.1. Product Category

Items that are sold are assigned a Product Category. To access the master list of Product Categories, select the "Product Category" option. The following screen will appear.

Product Categories Master List

The "Product Categories" screen displays information on all existing Product Categories, including Product Category and Product Category description.

To the far right of the list, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

PRINT

Runs the report associated with this screen.

NEW

Opens screen for creating a new Product Category.

EDIT

Enables you to edit highlighted Product Categories. The edit screen is the same as that for creating a new Product Category—except that when editing, the fields will contain Product Category information. Double-clicking on a Product Category will also bring you to the editing screen.

VIEW

Highlight a Product Category and then select this button to reach a read-only view of the "Edit" screen.

DELETE

Highlight a Product Category and then select this button to remove the Product Category from the list.

DELETE UNUSED

Select to delete all unused Product Categories.

Right-clicking on an Item in the Product Category list enables you to select from the following menu options:

Edit Product Category

Select to edit the specified Product Category.

Delete Product Category

Select to delete the specified Product Category

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

2.8.3.1.  Product Category

To create a new Product Category, select the NEW button. The following screen will appear:

Create New Product Category

Tip

Create your Product Categories using a logical, hierarchical structure. This will make it easier to retrieve Product Category information in the future.

When creating a new Product Category, you are presented with the following options:

Category

Enter a unique code to identify the Product Category.

Description

Enter a description to further identify the Product Category.

To the far right of the screen, the following buttons are available:

CANCEL

Closes the screen without creating a Product Category, returning you to the previous screen.

SAVE

Creates the Product Category and adds it to the master list of Product Categories.