Stock - Creating a Category

Stock - Creating a Category

INTRODUCTION

In Agility there is the facility to organise the stock file in Category, Group and Types. This then groups the files by Category which is then linked to a Group and the Group linked to a type.

ADDING A CATEGORY

To add a category go to:


And the below screen opens:

The Category field can only be 6 characters long and can be alphanumeric - No spaces, for example Paint or Pain01
Description can be 50 characters which describes what the category is e.g. 

To create a Category, end the details and press ADD
To edit an existing Category, double click on the Category and change the details. Then press EDIT
 

WEB

All product within a category can be disabled/enabled for e-commerce by selecting/deselecting the web checkbox when saving the category.

START MONTH, END MONTH 

Seasonal products that are sold at a specific time i.e Christmas then a Category can be excluded from the stock search between months. Select the Start Month and End Month when adding/editing the category.



    • Related Articles

    • Stock - Creating a Relationship between Category, Groups and Types

      INTRODUCTION If the stock file has Departments then the relationship needs to start from there but most places start with Category, Group and Type. If, the relationship is not built then when users go to search for codes and they select a category ...

    • Stock -Creating a Type

      INTRODUCTION In Agility there is the facility to organise the stock file in Category, Group and Types. This then groups the files by Category which is then linked to a Group and the Group linked to a Type. Make sure you have created the Categories, ...

    • Stock - Creating a New Stock Code - Browse Supplier

      INTRODUCTION Creating new stock codes through Browse Suppliers is easy. When creating codes a few things to remember: 1. A code has to be unique with NO special characters # % " % *. The code can be 25 characters long and alphanumeric. 2. As well as ...

    • Stock - Creating a New Stock Code

      INTRODUCTION In Agility there are multiple ways to create stock codes: 1. Browse Supplier - Stock - Creating a New Stock Code - Browse Supplier (zohodesk.com) 2. Stock Item Maintenance - Stock - Stock Item Maintenace (zohodesk.com) 3. Import new ...

    • Stock - Stock Item Maintenance

      INTRODUCTION There are different ways to create a stock codes in agility professional; create a code through POS, raising a Purchase Order, browse suppliers and select a button Stock Quick Set Up and by going to Stock\Ledger Maintenance\Stock Item ...