Categories

Lookup and pricing categories give you the ability to group your parts logically by user-defined groups. For example, you may want to identify all filters as being in a group, or all combine parts, hay equipment, oil, batteries, etc. Each part can have up to 99 different 'Lookup Categories'.

Function Key Explanations
	View a list of existing data
	Delete the current category
	Copy the information of current category to new category
	Previous Record
	Next Record
	Go to previous screen
	Go to next screen
	Clear field
	Exit screen

Select Parts Inventory Menu>>File Update>>Categories
Enter your salesperson password.
Enter the Category unique code, no more than ten (10) characters identifying the category you wish to add.
You will be prompted to Add the category. Choose YES and press ENTER twice.
Complete this screen. (Click on a field name for an overview. An asterisk (*) denotes required fields.)

	SCREEN 1 OF 2
* Category Type in your category or press F2 for a list of existing categories. (no more than 10 characters). Categories are a way of grouping like items. Example OIL, NUT, WASHERS. This can be helpful for ordering and pricing purposes.	*Description Enter up to thirty (30) characters describing this category.
		RANGE OF SEASONS 1 2
		*Days Lead Time* Enter the number of days prior to the beginning of the month for sales history to be considered for ordering.
		*Beginning Month* This is the first month of the sales season.
Inventory GL No. Enter a General Ledger account number here ONLY if overriding the normal posting pattern when selling parts through any Point-of-Sale program.		*Ending Month* This is the last month of the sales season.
		Days Lag Time Enter the number of days after the end of the month for sales history to be considered for ordering.

Always Taxed (A,N) Enter "A" in this field if the parts in this category are always taxed no matter who the customer may be. Otherwise, enter "N" to never tax or leave it blank to follow system setup. Enter an "A" in this field if the parts in this category are always taxed no matter who the customer may be. Otherwise, enter "N" for never tax or leave it blank to follow system setup. Tax These fields provide the ability to enter an overriding percentage for tax that may differ than the system defaults. Otherwise, leave these fields blank.		Months in Inventory to Auto Order If the part is not in inventory for at least this length of time, then it will not be included in the automatic stock order process.
		Default Special Status thru POS Enter the code you would like placed in the Special Status field on all parts that are entered into inventory through the various Point-of-Sale programs. This will over ride the same flag set in parts system information and the manufacturer/supplier files.
Months No Sale for AP Status Enter the number of months a part must go without a sale before it is placed on Automatic Phaseout status.		Print Bar Code Labels Enter (Y)es to print bar code labels with retail prices Enter (X) to print bar code labels without retail prices Enter (N)o to not print bar code labels Leave blank to use the Print Bar Code Labels option from the manufacturer/supplier.
		Force Entry of Bin Location Enter (Y)es if a bin location MUST be entered when any parts are added to inventory. Otherwise, enter (N)o. This can over ride the same flag set on the manufacturer/supplier file.

PAGE DOWN TO SECOND SCREEN

If entered, the pricing information on this screen will override the pricing from the Manufacturer/Suppliers setup.
Complete this screen. (Click on a field name for an overview. An asterisk (*) denotes required fields.)

Category This read-only field displays the category you are currently working with.			Description This read-only field displays the category description you are currently working with.				SCREEN 2 OF 2
	Method	Markup %
- Wholesale cF10 Custom Pricing Methods You can set a custom pricing method on a category. The method and percent can be set here but the code needs to be done in admin>>update system information>>Parts Inventory>>cF10. METHOD: This field specifies whether the wholesale pricing is calculated as a percentage above (C)ost or below (L)ist. MARKUP %: Enter the percentage used for the wholesale pricing method calculation. This will over ride the manufacturer/supplier file defaults.
- Warranty METHOD: This field specifies whether the warranty pricing is calculated as a percentage above (C)ost or below (L)ist. MARKUP %: Enter the percentage used for the warranty pricing method calculation. This will over ride the manufacturer/supplier file defaults.

Retail (6 price ranges) Values entered in these fields determine the retail pricing calculation used for parts whose list price falls between the Low and High $ Ranges.	Low $ Range Enter the lowest dollar value in the range.	High $ Range Enter the highest dollar value in the range.	Method Enter the code identifying if the retail pricing calculation will be based on a percentage above (C)ost or above (L)ist.	% Enter the percentage used for the retail pricing calculation for the current range. It can be positive or negative.	*Days/Supply* Enter the number of days (1-365) you want the system to use when an automatic order is generated. If the field is left blank, then the value will be determined at the time of ordering.	Min Sales to Stock Enter the minimum quantity that must be sold before the part will start being included in the automatic stock orders.	Min Months of Sales Enter the minimum number of months the part must be in inventory before it will be evaluated during the automatic stock ordering process.
PROMO Start Date Enter the date (MMDDYY) that the promotional pricing will begin.		End Date Enter the date (MMDDYY) that the promotional pricing will end.		Pricing Method This is the pricing method used for the promotion. The options are: L - List price C - Cost price R - Retail Price				% Enter the percentage that will be used for the promotional pricing calculation. This percentage can be positive or negative.

Press ENTER to save this record.
You may enter another record or press F9 to exit this program.

You may also rename a category by pressing F5 Rename. The screen below will appear and allow you to type in a new

category name.