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.