Lesson 103 Category Record Basics

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These notes are designed to be used in combination with the video 103 Category Record Basics above. Make sure speakers are turned ON

1 – We recommend that you lay out your Categories on paper before you begin. Take into consideration how you want your products grouped when looking at sales & inventory reports.

2 – Categories or Departments are a way of grouping your inventory by different levels.

For example if you sell Jewelry you can make this a level one category.

3 – You are then able to add sub-categories to the Jewelry category to break down the different types of jewelry you sell.

4 – For example you can have separate categories for Necklaces, Bracelets & Earrings.

5 – You can go a little further and add sub-categories to Necklaces because you sell Gold Necklaces, Silver Necklaces & Beaded Necklaces.

6 – We recommend not going more than 3 or 4 categories deep as it then becomes to confusing.

7 – Using the above example you will be able to run reports by level 1 of Jewelry to see the total amount sold rolled up in to the highest level. Or if you want more detail you can choose to report by level 2 or level 3.

8 – To navigate to the Category records from the Main menu select Inventory and then Category Records buttons. Or you can use the Category button from the tool bar or Category Records from the Go menu.

9 – To add a new category click F3. The F3, above the row of numbers on your keyboard works in many screens to add a new record.

10 – The first field in the category record is the category code. If you are using the default settings in Artisan then you will fill this field with a word or abbreviation for this category. If you chose automatic numbering the code will be filled in when you save the record. See tutorial 101 Numbering Schemes for more details.

11 – Now add the description. When you are using words for the category code the description is often the same as the code.

12 – If this category is not a level one category then select the parent category from the Which Category is this Category a subcategory of? pull down. If the parent category does not show in this list then you will need to go back to the category list and add the new category parent category.

13 – The next field is Inventory Classification. Most categories will use the Products classification. There are other options that can be used like Raw Materials, Services & Non-Sales. The Store Coupon option is only used when creating store coupons and we will cover this in another tutorial in more detail.

14 – Sales Tax Type, most categories will use the default tax but if you set up alternate tax rates when you went through the Configuration Settings for First Time Setup you will have the option to select alternate rates from this pull down. If you did not setup the tax rates yet you should use the above link to set them up now.

15 – Everything else can be left alone for now. You will find more information on category records in Category Record Detail.