Creating Inventory Categories

This article explains how to assign Categories to your Inventory items. Assigning categories to your products is useful for reporting, accounting, and exporting order information to a fulfillment center.

 

  1. Categories can be assigned to products on the View Inventory, Multi-Record & Price Editor, and the Global Editor screens by selecting a category from the Category drop-down list.

 

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Figure 1: The Category drop-down menu on the View Inventory screen.

 

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Figure 2: The Category drop-down menu on the Multi-Record & Price Editor screen.

 

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Figure 3: The Category drop-down menu on the Global Editor screen.

 

  1. In order to assign categories, you must first populate the drop-down list. This is done through List Maintenance.

  2. Go to Maintenance Menu> List Maintenance.

 

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Figure 4: The List Maintenance screen.

 

  1. Select Inventory Categories from the Select List box.

  2. Type each category name you want to add in the Category field.

  3. Click Save after each category name. The category will be added to the List Entries box.

  4. Click Close when you have finished adding categories. These categories will now appear in your drop-down lists on the View Inventory, Multi-Record & Price Editor, and Global Editor screens.

 

 

Created 6/27/08