The Product Category list helps you track which finished Products your Customers are purchasing. When this feature is enabled, a drop-down menu appears in Step 2 of Order entry, allowing you to assign a Category to each Product for more accurate reporting.
Note: This field can be set as a required field on Order entry, if desired.
Example: If you're selling Coroplast, selecting the Product Category allows you to track it by the Category it's being associated with, an A-frame product, or Real Estate sign, etc.
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Managing Product Categories
To manage Product Categories, navigate to Management Module / Global Settings / Ordering / Product Categories.
A. Show Product Category during order entry: Select this box to allow the drop down list to appear during Order entry.
Note: It will not be required to be selected unless you check the Require Product Category during order entry box below.
B. Require Product Category during order entry: Select this box to require a selection to be made from the Product Category list. With this checked, users will not be able to save the product without a selection being made.
Add Product Category: Here you can customize the Product Category listing in your system.
C. To Add a new Category: Enter the name in the Category Name box, and select Add New Category.
Note: Do not select anything from the Parent list.
D. To Add a sub-category: Enter the name in the Category Name box, then select the Parent Category from the listing, and select Add New Category.
E. To Edit / Rename: In the Current Product Categories list, click Edit to the right of the category name. Next, edit the name, and click Save.
F. To Delete from the Current Product Categories list: Check the box to the left of the product categories that you wish to delete, then select Delete Selected Categories.
Note: Product Category selection is optional within your system. Customization of Product Categories may be unavailable depending on your organization. Please contact support@corebridge.net for more information.
Reporting: Sales by Product Category Report
In addition to the ability to Report by Part - or raw material - this Report gives you the ability to get data on Customized Categories.
To access, navigate to Reports Module / Sales / Sales by Product Category.
You have three Report options:
Note: Subcategories do not appear in Reports.
B. Detail will break these down by Invoice.
C. Drilldown allows you to show or hide information as desired.
Note: In the Report, any Orders marked as Unassigned mean that no Product Category was selected during Order entry.
