Categories

Inventory Categories allow companies to group items that share similar characteristics and are useful for inventory reporting. In addition, inventory Categories are one of the criteria for Deal Pricing, Promotions and Commissions in the Sales Maintenance area of Deacom. Only one category may be assigned to an inventory item. The categories list can contain an infinite number of entries.

System Navigation

Inventory > Maintenance > Categories

Edit Category form

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

General tab

Button/Field/Flag	Description
Features	If clicked, displays the Features form, which is used to manage sales features applicable to this 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.
Name	Displays the name of the inventory category, which must be unique.
Sales Quota	Displays the planned annual sales in dollars for this Category. This field is available for use in the Sales > Order Reporting Ranking report.
Active	If checked, this record is active. Only active records may be used in the system.
Default	If checked will provide the default entry when creating new inventory items.
Restricted Selling	If checked, indicates this is a restricted Category. Restricted selling may be used in a few different ways. Inventory Sub-Categories and Item Search 1-5 fields may also be restricted.

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 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 Sub-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 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 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 Sub-Categories and items within the Category, unless overridden at those lower levels. 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 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 Category level will be inherited to the Sub-Category and Item Master levels.
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.

Edit Feature Override form

Opened via the "Modify" button on the Feature Overrides form, which is opened via the "Overrides" button on the Features form.

Field/Flag	Description
Feature	Displays the name of the selected Feature or Endpoint.
Override Price	If checked, allows the user to modify the pre-defined Price of the selected Feature or Endpoint.
Price	Only available when the "Override Price" flag is checked. Allows the user to define a new Price for the selected Feature or Endpoint.
Override Status	If checked, allows the user to modify the availability of the selected Feature or Endpoint.
Status	Only available when the "Override Status" flag is checked. Pick list used to modify the availability of the selected Feature or Endpoint. Options are: Available Default Unavailable
Override Commission	If checked, allows the user to edit the "Commissionable" flag of the selected Feature or Endpoint.
Commissionable	Only available when the "Override Commission" flag is checked. Allows the user to modify the selected Feature or Endpoint to be eligible for Commissions.
Start Date	The date the override begins taking effect.
End Date	The date the override expires.