In Inventory, a category will act as a label for every vendor item and inventory item that a user adds to their company. For example, bread may be grouped under a category called “dry goods”. Later, a user who is creating an order could filter their items so that only items assigned to the "dry goods" category are displayed. Along with being a label, categories will provide users with a way to specify the GL Debit #, GL Credit #, and variance thresholds for an item.
Users can access categories by opening the side navigation menu in inventory, clicking the drop-down arrow, and choosing Category.
The category setup page will display all the previous categories that have been created. To begin building a new category, click Add Category.
A new window will open. This is where you will set up the details for your new category.
A - The name of the category you are making will be written here. When creating a category, the only thing you have to provide is the Category Name, the rest of the fields can be filled out later.
B - If you would like to nest your new category beneath one that already exists, you can select it from this menu. Items can only be assigned to categories at the lowest level.
C - The GL Debit # is the accounting number corresponding to the money you owe.
D - The GL Credit # is also an accounting number, except it is for money that you are due back.
E - Whenever you are building out a category, you will have the ability to specify the variance threshold for all of the items assigned to that category. This will be used when you are counting, where the amount of an item you have on hand will be judged against the theoretical (amount you should have) of that item. If the variance between the two surpasses the threshold that the item has been assigned, it will be marked for review.
Once you are finished, save the category by clicking OK.