Item Category Grid

The Item Categories page lists all the Items and their Item Categories. To Learn more about Item Categories, click here.

1. +Create - Click to create a new Item Category record

   Users will be prompted to select between Item Category 1, 2, and 3
    

2. Table View Actions - The Table Actions including the following:

   •  - Save/edit Table Views

   •  - Filter Column information

   •  - Rearrange table columns and select the Columns to display

   •  - Export the table to a .csv file

   •  - Refresh the table

3. Search -  Use this field 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. This allows Users 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 individual Checkboxes or multiple Checkboxes to bulk edit
     
     Bulk Edit
     When multiple boxes are selected, Users will have the option to bulk edit by selecting the edit icon.
     
     From the bulk edit options, Users can edit the Variance %, Counted, Actual as Theoretical, and GL Accounts settings for multiple Item Categories at the same time.
      

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. The default view will show the following information:

   • Type - The type of Item Category: Item Category 1, 2 or 3 

   • Name - The Name of the Item Category 

   • Variance %- The set positive variance cap allowed for this Item Category

     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 theicon
      

   • 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 theicon
      

   • Waste Account - The GL Account that's debited when a Waste Log is entered

     This Account can be changed or removed (by clicking theicon ) in the grid by clicking the Account name to open the Account selector

     

   • Donations Account - The GL Account that debited when a Donation Logis entered

     This Account can be changed or removed (by clicking theicon ) 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
      

   • Brand- If there is a specific Brand associated with the Item Category, it'll be listed here

     Additional information can be added or removed from the table by changing the 'Columns' settings or rearranged by dragging and dropping the Column Headers