Sub-Categories

Inventory Sub-Categories allow companies to further group items that share similar characteristics and are useful for inventory reporting purposes. In addition, Sub-Categories are one of the criteria for Deal Pricing, Promotions and Commissions. Categories may contain multiple Sub-Categories but only one Sub-Category may be assigned to an item. Users with access to the Inventory Maintenance menu will have access to add and modify Sub-Categories.

Sub-Category names only have to be unique within their own Category and not throughout all Categories.

System Navigation

Inventory > Maintenance > Sub-Categories

Edit Sub-Category form

Opened via the "New" or "Modify" buttons on the Sub-Categories form.

General tab

Field/Flag	Description
Features	If clicked, displays the Features form, which is used to manage sales features applicable to this Sub-Category. Features, used in connection with the Deacom Product and Sales Configurator, are a group of similar options that may be chosen or configured based on different sales choices.
Category	Search field used to select the Category to which the Sub-Category will be assigned. If one Category contains multiple Sub-Categories, a new record will be needed in the Sub-Categories table for each Category/Sub-Category combination.
Sub-Category	Displays the name of Sub-Category, which must be unique within one Category. The Sub-Category name can be re-used for each Category. Example: Category Sub-Category Candies Chocolate-Covered Pretzels Chocolate-Covered
Sales Quota	Stores the planned annual sales in dollars for the selected Sub-Category. This field is available for use in the Sales Ranking reports located in Sales > Order Reporting.
Active	If checked, this record is active. Only active records may be used in the system.
Restricted Selling	If checked, indicates this is a restricted Sub-Category. Restricted selling may be used in a few different ways.

Deacom allows the creation of user-defined fields that, once created are available in various master data records, such as Items, Vendors, Ship-To-Comapnies 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 to and are available for printing on the majority of Part Forms and Report Layouts throughout the system.

Units tab

The Units tab allows companies to define the number of minutes required per unit to receive and ship items in the selected sub-category and is used in conjunction with the Dock calendar to schedule orders. Note: Unit Minutes may also be defined on individual Units of Measure, Item Masters, and Categories, allowing companies to define a hierarchy for the minutes that will be required for receiving and shipping.

Button/Field/Flag	Description
Unit Of Measure	Select an appropriate Unit of Measure from the drop down list.
Receiving Minutes	Numeric field used to define the minutes required to receive the Unit of Measure when receiving items in the specified Unit Of Measure that are assigned to this Sub-Category.
Shipping Minutes	Numeric field used to define the minutes required to ship the Unit of Measure when shipping items in the specified Unit Of Measure that are assigned to this Category.

Features form

Opened via the "Features" button on the Edit Sub-Category form. Displays a list of the Features that have been added to the Category.

Button	Description
Add	If clicked, opens the Edit Feature form and allows the user to select a Feature. The Endpoints or sub-Features within the Feature will be available to all items within the Sub-Category, unless overridden at the Item Master level. 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 Sub-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 Sub-Category level will be inherited to the Item Master level.
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.
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.