Product Types

October 9, 2016 in Inventory Control

Content of this Post

Step 1 - Code/Description

Purpose

This function is used to enter or adjust the details of product ‘Types’ set up within the system. A ‘Type’ can be allocated to a Product to ‘tag’ it for reporting purposes. Type codes may be used in Inventory and Sales reporting to group products together. It is available as a user “filter” on almost all Product reports in the system. Take a look at the Sales Analysis Schematic for a good visual representation of where Product Types sit in the overall hierarchy. Note that Types can cut across Product Divisions, Categories, Groups and Models when reporting.

The original concept behind the ‘Type’ tag was to provide a mechanism to allow products of a particular type to be recorded as such for use in report selection. For instance, if you’re selling toys and you want to see a split between “battery powered” versus “board games” versus “remote controlled” then you could use Type to give you that split. Another example would be end-use of the product, where type is used to mark the target market e.g. Retail, Commerical, Goverment, Trade, Mining.

These are just examples. You can use this for any purpose you see fit. In fact we have seen clients apply several uses within the same Types list where the use relates to different Products. That is because a Product can only be allocated to one Type at any point in time.

Data Input

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Step 1 – Code/Description

All existing Type codes and descriptions are displayed.

You may select an existing code and description from the grid to edit the details.
Click the delete icon in the grid to delete a Type.

To set up a new Type, enter the code and description and click Add.
The new Type is added to the list.

Once all the Type details are listed in the grid as required, click Submit to update the system.

Code

Enter the Type code you wish to work on.

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

Description

Enter the Type description used to explain the type code being added/adjusted.

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