Item Category Page

1

Create

Creates a new item category record. When clicked, a dropdown with Item Category 1, 2, and 3 options will appear.

2

Table View Actions

The table actions include the following:

	Table Views	Save/edit table views.
	Filter	Filter column information.
	Columns	Rearrange table columns.
	Export	Export the table to a .csv file.
	Refresh	Refresh the table.

Learn more about working with grids.

3

Search

Use keywords to search for a specific item category.

4

Column Headers

The name of the columns. From the column header, users can do the following:

• Click and and hold a Column Header to enable the drag and drop feature to reorder the columns.

• Click a Column Header once to reorder the Item Category List from ascending orderto descending order.

• Click the Column Header Checkbox to Select All Rows. Click one, multiple, or all checkboxes to bulk edit.

5

Item Category Entry

The item category listing with all the information selected for display in the column views. Click an item category name to open an existing item category form.

Type

The type of item category: Item Category 1, 2, or 3.

Name

The name of the item category.

Variance %

(Purchasing)

The set positive variance threshold allowed for this item category within Purchasing. This is the acceptable percent cost increase that is allowed for items within the item category.

Threshold violations for this Variance % appear on the AP invoice.  When the cost of an item increases, and the cost increase exceeds this set variance, a threshold violation notice will appear. Read more about the purchasing Variance % threshold.

This field can be edited in the grid by clicking the variance % number and entering a new value.

Cost Account

The COGS account that will be assigned to this item category.

This account can be changed in the grid by clicking the account name to open the account selector. When Accounting is ON, users can also remove this account by clicking the icon.

Inventory Account

The inventory account that accounts for this item category.

This account can be changed in the grid by clicking the account name to open the account selector. When Accounting is ON, users can also remove this account by clicking the icon.

Waste Account

The GL account that's debited when a waste log is entered.

This account can be changed or removed (by clicking the icon) in the grid by clicking the account name to open the account selector.

Donations Account

The GL account that's debited when a donation log is entered.

This account can be changed or removed (by clicking the icon) in the grid by clicking the account name to open the account selector.

Counted

Whether the item category is counted in inventory.

This setting can be changed in the grid by clicking the space or existing answer to open the selector.

Item Prefix

The prefix assigned to the item category.

This field can be edited in the grid by clicking the space or existing prefix and typing in a new prefix.

Actual as Theoretical

Whether this item category uses actual usage in place of the theoretical usage on the AvT report.

This field can be edited in the grid by clicking the space or existing answer to open the selector.

Inventory Variance %

The acceptable inventory variance percent. This variance percent pertains to inventory quantity, and when an item count exceeds this variance, the theoretical flag will appear on the Variance Review tab. Read more about inventory count variances.

Brand

The specific brand associated with the item category, if any.

Additional information can be added or removed from the table by changing the 'Columns' settings or rearranged by dragging and dropping the column headers.