Non-supported ReleaseNon-supported Release
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Creating Item Categories

Using item categories, you can further divide broad groups of items (e.g., items grouped by sales codes or inventory codes) into smaller groups of items. For example, a copy dealer might have the following item categories: Printer, Copier, Fax, Duplicator, Supplies, Parts, Non-stock, and Other. With each category of items, you can then indicate if the category is eligible for customer pricing and/or if the category should be displayed in e-info when an customer uses the item category search to locate items for purchase. Additionally, while item categories are not linked to general ledger accounts or departments, you can group items by item category on certain reports such as an inventory valuation report or a stock status report.

Getting to the TransactionGetting to the Transaction

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Item Categories.

Click [New] to open the New Item Category window.

Basic InformationBasic Information

In the Category field, enter a brief code or name to identify the category.

In the Description field, enter additional information to further identify this group of items.

If you want e-info to include this item category in the Category Name list on the Find Items window that the system displays when an e-info user is searching for items to purchase based on item Categories, check the Web enabled box.

Note: When checked, the system displays this item's Description in the Category Name list. If an e-info user selects the category, the system lists on the Enter Item Quantity window one row for each item in this category for which the e-info enabled box is checked in the item's Item record.

If you want to enable customer pricing for this item category, check the Use customer pricing checkbox.

Note: If you change this setting for an item category, the change will not take effect for a customer until you close and re-open e-automate.

Completing the TransactionCompleting the Transaction

Verify the Active checkbox is selected.

Click [OK] to save the item category.

Note: If you change the Use customer pricing setting for an item category, the change will not take effect for a customer until you close and re-open e-automate.