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The Order Manager uses a wide variety of lists throughout the program which can be used as they are supplied with the program, or the user may have to add their own entries to the lists. This article explains how to create and assign a Category to inventory items. Assigning categories to products is useful for reporting, accounting, and exporting order information to a fulfillment center.
Most of the lists that the program uses are accessible via the List Maintenance screen, which can be found in the list of activities on the Maintenance tab of the Maintenance Menu. Click the icon labeled Maintenance at the top of the Main Menu to open the Maintenance Menu.
Open the List Maintenance screen from the Main Menu by selecting the [Maintenance] icon > [Maintenance] tab > [List Maintenance].
Figure 1: The List Maintenance screen with existing Inventory Categories
In Figure 1, the list of Inventory Categories is highlighted in the Select List section on the left-hand side of the screen. At this time, there are currently no entries in that list, as seen in the List Entries section of the screen, which is found on the right-hand side of the screen.
To add a category called "Jeans", type that value into the text field labeled Category, as shown in Figure 1, and click the [Save] button.
The entry "Jeans", will now be visible in the List Entries section of the screen.
Figure 2: List Maintenance screen with a new Inventory Category added
Categories can be assigned to products on the (View) Inventory, Multi-Record & Price Editor, and the Global Editor screens by selecting a category from the Category drop-down list on each of those screen, as described in the following sections.
Open the Inventory screen by one of the following methods:
Main Menu > Inventory > [View]
Main Menu > [Maintenance] icon > [Inventory & Suppliers] tab > [Inventory]
Main Menu > Quick Clicks > [Inventory], provided the user has not removed it from the list
Navigate to the Inventory record of the product to be assigned a category.
Click the [Edit] button in the upper right hand corner of the Inventory screen.
Click the down-arrow of the Category drop-down list, as shown in Figure 3, and click on the category that should be assigned to the product.
Click the [Save] button in the upper right-hand corner of the screen to save the changes or click the [Cancel] button to abandon the change.
Figure 3: The Category drop-down list of the Inventory screen
Changes can be made to multiple products in a single editing session when using this screen. Refer to the Knowledge Base article, Multi-Record & Price Editor for more information.
Changes made at this screen take affect immediately and cannot be un-done. Backup the data file before making mass changes.
Open the Multi-Record & Price Editor screen by one of the following methods:
Main Menu > [Maintenance] icon > [Inventory & Suppliers] tab > [Multi-Record & Price Editor] > [Go]
Main Menu > [Maintenance] icon > [Inventory & Suppliers] tab > [Inventory] > [Multi-Record Editor] button
Main Menu > [Maintenance] icon > [Inventory & Suppliers] tab > [Global Editor] > [Go] > [Multi-Record & Price Editor] button
Check the box labeled Category on the Standard Fields tab.
Choose a product in the list of SKUs by clicking its row in the lower left hand side of the screen. In Figure 4, the SKU 12345 is selected, as denoted by the black right-arrow in the left-most column of the data grid in the lower half of the screen.
Figure 4: The Category drop-down list on the Multi-Record & Price Editor screen
Click the corresponding down-arrow of the drop-down list in the column labeled Category and choose the Inventory Category that should be assigned to the product. In Figure 4, the category "Hats" has been assigned to SKU 12345.
The Global Editor utility is useful for making mass changes to a limited number of fields found on an Inventory record, with the ability to filter the group of records that will be altered by specifying the value or a range of values that are stored in other Inventory record fields. For more details, see the Knowledge Base article, Global Editor.
Changes made at this screen take affect immediately and cannot be un-done. Backup the data file before making mass changes.
Open the Global Editor screen by one of the following methods:
Main Menu > [Maintenance] icon > [Inventory & Suppliers] tab > [Global Editor] > [Go]
Main Menu > [Maintenance] icon > [Inventory & Suppliers] tab > [Inventory] > [Go] > [Global Editor] button
Main Menu > [Maintenance] icon > [Inventory & Suppliers] tab > [Multi-Record & Price Editor] > [Go] > [Global Editor] button
Figure 5: The Category drop-down menu on the Global Editor screen
Select the Category field in the drop-down list labeled Change this field:, as seen in the upper left-hand corner of Figure 5.
Click the down-arrow of the drop-down list that is labeled To:, in the upper right-hand corner of the Global Editor screen, and select a category from the list.
In Figure 5, the selected category would be applied to all inventory records, as indicated by the fact that the In all records check box is selected. To Iimit the group of records that will be affected by the changes, enter filtering criteria in the In records where: section of the screen.
The records matching the criteria will populate the Selected Items grid at the bottom of the screen.
Click the [Perform Edit] button to make the changes.
The program will ask for confirmation before making the changes. Click [Yes] to proceed or [No] to abandon the changes.
Click [OK] when prompted by the program after either action in the previous step.
Click the [Close] button in the upper right-hand corner to exit the Global Editor screen.
Created: 6/27/08
Updated: 12/8/10
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