Product Category
From AvectraWiki, the wiki of Avectra netFORUM
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Overview
A Product Category is used as a means to classify a Product Type. For example, Merchandise is a product type within netFORUM. You might decide to classify your Merchandise product types into different categories such as office supplies merchandise, members-only merchandise, and conference items merchandise. An Advertising Product Type might have categories of newspaper, email, and online to help keep track of the various kinds of advertising distributed. Using product categories helps keeps track of the specific types of inventory your organization deals with on a day-to-day basis. It also helps with Accounting and during Centralized Order Entry because it narrows down your list of products to a much more manageable level if your organization deals with a great deal of products.
The five standard Group Item Links (Add, Find, List, Run Query, Query Central), are available in the Product Category group item.
Adding a Product Category
Navigating to Inventory Setup
Adding a Product Category requires that you access the Inventory Setup screen. This can be accomplished in one of two ways:
- Click on the Inventory module from the Module Menu drop-down.
- On the Group Item menu, click Overview. Select Product Setup.
- You can also choose to click on the Inventory Setup Page link from the Inventory content group page. Both options are highlighted in the screenshot below.
No matter which option you choose, the Product Setup page will display.
There are two tabs on the Product Setup page; Product and Shipping. The product types child form is found on the Product tab and is used to add product categories so that your product types can be further classified in netFORUM. Notice on the screenshot above that the product types child form is displaying the Merchandise product type. You may click the Add Record 
button to add more product types. This is discussed in detail on the Product Type page.
To add a new product category you will need to expand the Product Type by clicking on the Expand or 
icon. This will show you the current product categories in place and allow you to add more as shown in the screenshot below.
Notice that when you expand the folder you are able to see all the current categories defined for a particular product type. In this example, the Merchandise product has three product categories: Members Only, Conference Items, and Office Supplies. Further, you are also able to click the add categories link to add more categories if you like. This will prompt the Add category form pictured below.
As you can see from the screenshot above, adding a new Product Category is as simple as naming it and saving it in the Add Category dialogue box.
Using Product Categories
Once you have created a Product Category you are now able to access and use it in several places throughout netFORUM.
For example, you will now see your category in the product category drop-down menu when you add a new product type where it has been defined/added. In this example, we used Merchandise as an example, so Office Supplies is now a category for when a new Merchandise product type is added.
If you categorize your products, that same categorization will be shown in the product profile.
Finally, categories are very helpful for refining searches. For example, in Centralized Order Entry, by specifying a category before you use the option to search for a product, only those items that have been designated with that product category will be returned. This is a big time-saver for those organizations that deal with large inventories.
Related Data
Additional Information
See Also
| netFORUM Modules | |
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