To create the Category record, you can select the Categories button at the top of the screen or the Inventory button from the main screen, then select the Category Records button. Go to the new record screen by pressing “Add A New Record<\/strong>” button or function the F3<\/strong> key.<\/p>\n Enter the category information. Select the “Save<\/strong>” button to save the record. If you have left a required field blank, you will be prompted and returned to the field in question.<\/p>\n Category Code<\/strong> \u2013 Enter a unique code that will identify this category. Category Codes may\u00a0contain letters, numbers, spaces, and most punctuation. The Category Code may be\u00a0automatically generated by the system if you have told it to do so. In this case, a numerical\u00a0Category code will be suggested for you. You can change this field as you wish or use the\u00a0suggested number. See Section Numbering Schemes<\/span><\/a><\/strong><\/span> for more information about automatic numbering. When you attempt to save a record with an existing code, a message box will open indicating that the number is already assigned and cannot be used.<\/p>\n Category Description<\/strong> \u2013 Enter a text Description of the Category. Examples include \u201cCards,\u201d \u201cJewelry,” \u201cCandles,\u201d and \u201cHats.\u201d This field is required.<\/p>\n Which Category is this Category a subcategory of?<\/strong> \u2013 Select the code from the pulldown menu for the Category to be designated as the next higher-level, or \u201cparent,\u201d Category. Putting a value in this field will cause this category\u2019s level number to increase to indicate its position in your category hierarchy (indicated to the right of the Category Code field box).<\/p>\n Inventory Classification<\/strong> – Select the inventory classification for the products in this category from the pulldown menu. Most categories will be Products (Finished Goods), but you may offer Services like Repairs or Non-Sales like Shipping<\/p>\n Sales Tax Type<\/strong> – If you have different tax rates for different items or if certain categories are non-taxable then you can set the Sales Tax Type here. You can find the configuration settings for Tax Types in Configuration Settings<\/span><\/a><\/strong><\/span>.<\/p>\n Special Handling<\/strong> –\u00a0For most of your Categories, you’ll leave this set to \u201cNo Special Handling\u201d,\u00a0but you do have some other choices for special handling of items in this Category. If you\u00a0do select a special-handling option, it will apply only to Items directly in this Category, not\u00a0to subcategories. The following special-handling options are available:<\/p>\n Add Customer Keyword(s) When Sold<\/strong> –\u00a0If you enter one or more keywords here (separated by\u00a0commas), then these keywords will automatically be added to a Customer’s Record (if not\u00a0already present) whenever items in this category (but not sub-categories) are sold.<\/p>\n Default Product Variant Template<\/strong> – If items in this category are generally associated to a variant template, then you can add the template name from the pull-down list. For example, if you sell clothing and this category is T-Shirts you will have a variant template for the different sizes that you use for these items. If you set any item in this category to be a variant, then this will be used as the default template.<\/p>\n","protected":false},"excerpt":{"rendered":" Category records are used to group item records or other category records. For instance, within a Level 1 Category named \u201cCards,\u201d you may have (Level 2) sub-categories such as \u201cBirthday,\u201d \u201cGet Well,\u201d etc. Using category records allows you to group items for summary totals, to control sales tax levels and…<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[325,283],"ht-kb-tag":[],"class_list":["post-2206","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-category-records","ht_kb_category-inventory"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/2206","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=2206"}],"version-history":[{"count":13,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/2206\/revisions"}],"predecessor-version":[{"id":15346,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/2206\/revisions\/15346"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=2206"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=2206"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=2206"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n![\"Category\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2014\/11\/Category.png\")
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