Navigation:  Key Concepts > Inventory Management > Categories >

What Categories Can Do

Previous pageReturn to chapter overviewNext page

The category is a pivotal feature of POSitive.  You may have as many or as few categories as you wish.

Every inventory item MUST be assigned to a category.  You may reassign an item to another category either singly or en masse.

As you begin to create categories for your inventory and services you should keep in mind the multiple functions performed by the category.

Affect Entry of an Item on an Invoice

Affect Inventory Stock Count Reconciliation

Assign Pricing Levels

Assign Price Label Styles

Assign Specialty User-Defined Fields and select which ones print on invoice

Auto Assign a Vendor

Auto Assign Tax Rates

Auto Generate SKUs

Automatically Define Inventory Settings

Calculate quantities to reorder to reach maximum stock counts

Control Freight Charges

Define Departments

Determine Price Basis as Markup or Margin

Enable Food Stamp Tendering

Enhance Inventory Import

Establish Rules for Trade-Ins

Establish Gift Certificate Operations

Establish Separate GL Accounts for Sales and Purchases

Establish Warranty Settings

Exempt Inventory Items from a PO Tax

Facilitate Lookups

Facilitate Reports

Globally Change Inventory Settings

Initiate Price Calculation Factors to round or end in a specified number

Manage Consignment Inventory

Manage Trade In Inventory

Manage Unposted (On the Fly) Inventory

Redefine titles of fields on Inventory Detail screen

Set Commission Percentage

Set Minimum Age Verification Restrictions

Set Serial Number Tracking

Speed Up Creation of Inventory Files

Trigger Selling Prompts to Gather Specific Information when an item is sold

Unilaterally Apply Global Pricing

Unilaterally Apply Promotional Pricing

 

It is suggested that you first review and set the MASTER of Category Defaults (Listing) before adding categories.  This SmartFeature can save you much time.