INVENTORY AND SUPPLY CHAIN => CONFIGURATION => INVENTORY SETUP => ITEM CATEGORY

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This is a very Important Feature. We can add different Item categories. E.G. Ring is one type of Item Category, in which further varieties are Ladies and Gents Ring, which will come under Sub-Category. Then it is subdivided into different Items. Eg. Plain ring, diamond ring etc. These are different Items. This is in use throughout the software.

Effect - The effect of this Item Category will be in the following sections:-

  1. Price - list Group

  2. Purchase and Purchase Return.

  3. Sales and Sales Return.

  4. URD Purchase.

  5. URD Quotation.

  6. Job Work Inward and Outward.

  7. Approval.

  8. Hall Mark.

  9. Tag Creation.

  10.  Transaction.

  11.  Tour.

  12.  Reports.

  13.  Customer Order.

  14.  Sales Order.

  15. Sales Quotation.

On clicking ITEM CATEGORY we get the following Screen
1. With the help of this toggle switch we show this Item Category in Apps.
2. Status of the Item Category can be activated or deactivated with the help of this toggle switch.
3. Clicking this action button we get the following options.
    A. View - We can view the details with the help of this option.
    B. Edit - We can edit the entry with this facility.
    C. Delete - We can delete this with the help of this option.
    D. Changes - We can see the creator’s and updator’s details.
    E. Update Minimum Stock - We can update the minimum stock, with the help of this option.
4. When we want to add a new Item Category, we have to click this plus (+) symbol. Clicking this, we get the following pop-up.

1. Name - Name the new Item category as per our choice.
2. Short Name - We have to give our short name.
3. Display Sequence -  We can enter the display sequence as per our choice.
4. Status - We have to select the status from the drop-down.
5. QC Master - We must select the quality check master from the drop-down.
6. Is show in Apps - We must select Yes if we want to show in Apps., otherwise ‘No’.
7. Stock Count Type - At the time of stock count which type of count do we require? We have to select the type from the drop-down,
B. In this box, we can customise the names as per the weight range. If we want more names to be customised we have to click Ⓒ.
D. This is the dynamic field for Customer Apps and Order Apps. Filling in the details will show the effect in the Apps.

After filling in the details save it. Thus we can add a new Item Category.

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