Setting Up Categories

You use categories in Inventory Control to group inventory items with similar characteristics.

You can use categories to:

• Classify items into logical groups for reporting purposes.

For example, a furniture company might use categories like those in the following table.

Category/Description

C2Chairs - steno

D1Desks - executive

D2Desks - secretarial

F1Filing cabinets

• Allocate the cost of goods sold and revenue by category.

When you add a category, you specify the general ledger cost of goods sold and revenue account numbers for that category. All items sold in the category use the specified accounts, unless you change the category when entering transactions.

• Specify whether commissions can be earned on sales and, if so, the maximum commission rate allowed. Commission information is used by Order Entry.

• Specify tax authorities and sales tax classes for use by Order Entry, and purchase tax classes for use by Purchase Orders.

Adding categories

Using Sage ERP Accpac Order Entry

Using Sage ERP Accpac Purchase Orders. If you use Purchase Orders, the Inventory Control categories assign a taxing authority and tax classes for purchases.

Changes to category records. If you change the tax classes or the price list code in a category after assigning the category to inventory items, the changes appear only in the item records to which you assign the category after the changes.

See also

Categories form

Steps for setting up Inventory Control