Item Categories
Overview
Material Categories are used to apply different settings to groups of Items.
Navigation: Items List View > Menu (Button) > EditCategories
Fields
Name
Class - Classes are a parent group to Item Categories and contain
Entities - Link to one or more Entities
Default Location - Select a default Inventory Location
Caption: Costing - Sets the caption for the Costing tab in the Items Edit form. Leave this field blank to default to 'Costings'
Costing Variables - This field enables the Variables/Options functionality in Costings.
Markup Alert - Used to warn users when a specific Markup is not achieved
Link to - Options include:
None
Customers
Suppliers
Both
Right-click on a Category to open the popup menu which allows you to:
Set default Tabs - set the default visible tabs for the Category.
Edit Sub-category lookup list
Update all the Visible Tabs in the selected Category