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--- erp-manual:cloud:settings:category [2020/04/16 06:59]
krishnad created
+++ erp-manual:cloud:settings:category [2024/05/01 05:23] (current)
Varun Nagrecha
@@ Line 1: / Line 1: @@
  ======= Category Management ======
-To access Setup Category go in settings and select "Setup Category" or can click on icon of Setup Category.
+ ===== Overview =====
-After the screen opens
+This screen shows the categories added in the system and their details.
-  * By selecting a particular category fom category master drop down a user can see the category and its details.
-  * To add select a category click on the category master and enter the first three letters of the.category that particular category will show in the drop down.
+Category management consists of two parts -
-  *
+  * **Category Master: ** Category Master shows the list of categories in the system
+  * **Category Details: ** Category Details shows the list of choices for all the categories. The user can add/edit category details from this screen.
+ ===== Add Category Detail =====
+Category detail can be added using following steps:
+  * In Category Master Tab click on + button in the Add Choice column of the Category for which choice is to be added. A popup is opened.
+  * Provide name of the choice, Nick Name, Category Code, Parent, Group Code, Style Attribute and Sort No
+  * After the information that is required is keyed in, click on the Confirm button to close the popup.
+**Note: ** Category Details cannot be added for categories that are marked ReadOnly.
+===== Edit Category Detail =====
+Category detail can be edited using following steps:
+  * In Category Details Tab click on edit button in the Edit Choice column of the choice that is to edited. A popup is opened.
+  * Provide name of the choice, Nick Name, Category Code, Parent, Group Code, Style Attribute and Sort No
+  * After the information that is required is keyed in, click on the Confirm button to close the popup.
+===== Remove Category Detail =====
+Category detail can be remove using following steps:
+  * In Category Details Tab click on edit button in the Edit Choice column of the choice that is to removed. A popup is opened.
+  * Close the Is Active button to set the category detail as Inactive.
+  * Click on the Confirm button to close the popup.
+The user will not be able to use the choices that are set Inactive.
-^ Screen                      ^ Purpose                                                                        ^
-| [[erp-manual:cloud:item:design-inventory|Design Inventory Actions]]    | Shop can use this screen to search for stock and to execute rapid actions for transfer and sales.                                                                                            |
-| Transfers: This requires [[erp-manual:cloud:sales:transfer-out|Transfer Out]] screen and [[erp-manual:cloud:sales:transfer-in|Transfer In]] screen            | Transfer from Head office to Shops and vice versa or between Shops. This is a 2  steps transfer process involving Source Location -> Transit -> Destination Location                            |
-| [[erp-manual:cloud:sales:sales-order|Sales Order]]                 | Sales screen is a powerful screen to record a complete sales transaction starting from Sales -> Collection -> Dispatch -> Invoicing, from a single screen        |
-| [[erp-manual:cloud:sales:pay|Collection]]                  | System provides a rapid 1 click collection from Sales screen for normal scenario.\\ \\ This specialised screen is to search for past Collection, and also to handle more complex scenarios like: A) Customer is paying for multiple sales order together. B) Sales is in different currency, but collection is in another currency.  C) There are multiple open sales order and user want to clear payment of sales order in a given sequence.|
-| [[erp-manual:cloud:sales:dispatch|Dispatch]]                    | System provides a rapid 1 click delivery from Sales screen for normal scenario.\\ \\  This specialised screen is to search for past dispatches, and also to handle more complex scenarios like: A) Send only some item from Sales order, send other items later. B) Join multiple sales order into a single dispatch.                            |
-| Invoicing                   | System provides a rapid 1 click invoicing from Sales screen for 2 scenarios:\\ A) Deposit Invoice B) Single Itemised Invoice against a single sales order.\\ \\ This specialised screen is to search past invoices, and also to handle more complex scenarios like:\\ A) Split single sales order into multiple invoices.\\ B) Join multiple sales order into a single invoices.\\ C) Mix and multiple sales order into multiple invoices (eg: 2 items from order A and 1 item from order B into first Invoice and 3 items from order A and 2 item from order B into second Invoice        |
-| [[erp-manual:cloud:customer:customer|Customer Management]]         | System provides direct facility to add new customer from Sales order screen.\\ \\ This specialised screen is to have more granular control over data captured for Customers. From this screen:\\ A) View complete sales history and outstanding for the customer.\\ B) Add contacts and addresses in addition to the default ones.\\ C) Tax related information, personal information like anniversary dates, nationality, gender, customer image.\\ D)Export data to excel                                                                          |

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