| • | Product Category – This is very similar to the customer category as it increases marketing and sales management’s ability to group and report based on a particular category. It is also recommended to create a product category for inactive items so that such items do not clutter active reporting but remain in the system to support sales history. |
NOTE: It is very important that a category be created for freight and that it be done properly otherwise automatic functions that reduce operator entry and set default sales tax exemptions will not function properly.
| ▪ | Create a new Product Category Code (3 Characters/Alphanumeric) unique from existing codes provided in the list box. Click OK. |
| ▪ | Category Description (20 Characters/ Alphanumeric) – The full description of this particular category (i.e. Shipping & Handling). |
| ▪ | Short Description (9 Characters/ Alphanumeric) – Used on reports and documents when space is at a premium (i.e. Freight). |
| ▪ | Special Commission Select – Some distributors use product category in conjunction with a custom commission report to vary the commission based on the product category. This field should be ignored, unless you have a custom commission report. |
| ▪ | Alternate GL Sales Reference – Normally, all sales will be directed to one General Ledger Account. Distributors who wish to direct sales to a number of general ledger accounts based on the product category may use this field to identify the general ledger account. This field is optional except when creating the freight category. The Alternate GL Sales Reference for freight must match the GL account listed in GL Cross Reference for Freight Revenue. |
| ▪ | Alternate GL Purchase Reference – If you wish to direct purchases of different item lines to account number here. This field is again required for the freight category. The Alternate GL Purchase Reference for freight must match the GL account listed in GL Cross Reference for Freight Payments. |
| ▪ | Exclude From Sale – This option is exclusively for direct mail postage category. The money is not considered revenue. The customer is buying postage from the USPS and the money is just passing through. The customer, however, must be invoiced and the postage must be paid for. This option resolves two reporting issues. First, commission based on gross sales will not include the category. Second, it excludes the cost and price when calculating the % margin for the Job Summary and the Order Journal. A $500 post card printing job that cost $300 would show a % margin of 40%. If $5,000 worth of direct mail postage were included, the margin would be 3.63%. |
| ▪ | Office Supply Default Category – Will activate this category as the default when new office supply products are brought into the system from E-Commerce. Only used when subscribing to E-Commerce and offering office supplies. |
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