The inventory category module is used for creating logical classification of inventory items with similar characteristics.
For instance, notebooks, envelopes can be categorized as stationery.
Categorizing inventory makes book keeping easier.
On this module, you can create categories which you will use to group objects in your inventory catalog.
To access this sub module click on: Procurement and Assets Management -> Navigate -> Setup -> Inventory Categories
The following screen will open up :
The available entries will be populated on the screen.
Click on the ADD NEW button to open the following window :
On the above screen;
Creating A Header Entry :
When creating a header entry;
Parent Category - leave the parent category field blank.
Type - Select the type as Header Entry.
Name - Enter the appropriate name of the inventory category, as a parent object in this case, we'll use stationery - under which items like pens, envelopes will be categorized.
Remarks - Type in a brief remark regarding the inventory category, giving more insight to the header category type.
Note: It is mandatory to fill all the fields.
Click on the create button to commit the category into the system.
On successful completion you will get a pop up message confirming that the operation was successful.
Creating A Detail Entry :
When creating a detail entry;
Parent Category - select the correct parent category by clicking on the parent category look up icon to open the following screen:
Select the correct header entry from the above list. Ensure it is a header entry you've selected since the relevant objects will be grouped under it.
Type - Select the type as Detail Entry.
Name - Enter the appropriate name of the inventory category, for example envelopes, notebooks, etc.
Remarks - Type in a brief remark regarding the inventory category, giving more insight to the detail entry, for example Kasuku notebooks, A4 Envelopes, Bic Biro pens, etc.
Note: It is mandatory to fill all the fields.
Click on the CREATE button to commit the category into the system.
On successful completion you will get a pop up message confirming that the operation was successful.
Identify the Inventory Category item to be modified (either header/ detail entry) :
Click on the edit icon against the entry to open the following screen :
Make changes to the entry details accordingly.
Click on the update button to save the changes into the system.
On successful completion you will get a pop up message confirming that the operation was successful.
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