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 used in reporting.
Example
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.
Minimum Requirements
The use of product Types is optional so you do not have to set any up.
Changing Established Data
Add new product types and change products assigned to types at any time.
Panel Options
- Standard panel features
- Maintenance
- Views
- Audit – lists an audit of data changes made over time to the product type currently being viewed
- Where Used – lists products currently assigned to the product type being viewed
- This Month’s Sales – shows sales for the current month for the product type being viewed
- Reports
- List Product Types