Product Categories

October 5, 2016 in Inventory Control

Content of this Post

Step 1 - Code/Description


This procedure is used to enter or modify the details of Product Categories. Product Categories may be used in Inventory and Sales reporting to categorise products together. Product Categories are made up of one or more Product Groups in the system. They are really a reporting consolidation point and have no specific role in the system other than being a good summary of the Product Groups that are allocated to them.

A good guide to the use of Product Categories is to avoid having more than a page/screen full of them since they’re main purpose is to summarise all your products/inventory/sales into a clear snapshot of your entire range. Categories are also available throughout the system as a reporting filter for easy selection of particular product ranges.Inventory Schematic

Take a look at the Inventory Schematic for a good visual representation of where Product Categories sit in the overall Inventory hierarchy.


Data Input


Step 1 – Code/ Description

All existing category codes and descriptions are displayed as a list. To edit an item simply select an existing code/description from the list.
For a new category, enter a new code and a description and click ‘Save’ to add it to the list. Click the delete icon to delete a category code if required.


Enter the Category code you wish to work on.

For details on the use of “codes”, see The Role of “Codes” in Online Advantage


Enter the category description.

For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
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