Order Manager
Version 8
Order Manager
Version 8
Contents of this Topic: Show
Monsoon Order Manager uses a variety of lists throughout the program that can be used as they are supplied with the program, or the user may 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 or accounting.
Most of the lists the program uses are accessible via the List Maintenance screen, which is found by going to:
Main Menu>Settings>Data Functions>List Maintenance
Open the List Maintenance screen.
Choose Inventory Categories from Select List.
List Maintenance: Inventory Categories
To add a category called "Jeans", type that value into the text field labeled Category at the bottom of the screen and select Save.
The category "Jeans" is now visible in the List Entries section of the screen.
Categories can be assigned to products at the Inventory, Multi-Record & Price Editor, and the Global Editor screens by making a selection from the Category drop-down list on each of those screens.
Open the Inventory screen by going to Main Menu>Manage My Inventory>View & Manage My Inventory>Item.
Navigate to the desired Inventory record.
Select Edit in the upper right-hand corner of the Inventory screen.
Select the down-arrow of the Category drop-down list and select the appropriate pre-defined category to assign to the product.
Select Save in the upper right-hand corner of the screen to save the changes or select Cancel to abandon the change.
Changes can be made to multiple products in a single editing session at 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 reversed. Backup
the data file before making mass changes.
Open the Multi-Record & Price Editor screen by going to:
Main Menu>Manage My Inventory>View & Manage My Inventory>Item>Multi-Record & Price Editor
Select the box labeled Category on the Standard Fields tab, which is the default view of the screen.
Choose a product in the list of SKUs by selecting its row.
Then click in the corresponding Category cell and select the appropriate entry from the drop-down list that appears.
The Global Editor is used to make mass changes to a limited number of fields found on an Inventory record. The user has the ability control the group of records that will be altered by specifying a value or a range of values as a filter. For more details see the Knowledge Base article, Global Editor.
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Changes made at this screen take affect immediately and cannot be easily reversed. Backup the data file before making mass changes. |
Open the Global Editor screen by going to:
Main Menu>Manage My Inventory>View & Manage My Inventory>Global Editor
Select "Category" from the drop-down list labeled Change this field:.
Another drop-down list labeled "To:" appears.
Choose one of the pre-defined categories from the To: drop-down list.
The selected category will be applied to all inventory records if the In all records check box is selected. To Iimit the group of records affected by the changes, enter filtering criteria in the In records where: section of the screen.
The records matching the criteria populate the Selected Items grid at the bottom of the screen.
To make the change in category for the selected records, select Perform Edit at the bottom of the screen.
The program asks for confirmation before making the changes. Select Yes to proceed or No to abandon the changes.
Next, select OK when prompted by the program.
Select the X in the upper right-hand corner to exit the Global Editor screen.
Created: 6/27/08
Revised: 7/6/15
Published: 08/19/15