Before you create Item Codes you need to define the Category first.
Please note that Inventory Category 0 is the old category, extended Inventory Category 1 - 5 is the new category levels being extended. Users are advised to set inventory category 0 with the identical settings to be appeared in extended inventory category level 1. There are some older reports that are based on Category 0. However, newer reports are mainly based on extended category 1 - 5.
Creating Category at 'LEVEL 0'
Inventory > Maintenance > Add Category
Take note |
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: The descriptions as Level 0 will be the same as Level 1 |
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Level 0 : Category Code : eg. ADT
Category Name : eg. Adapter
Description Description : eg. Adapter
Above shows the example of how to create the category. Normally in Level 0, it is for general name of all items - (eg. BAG, SHOE,NBK).
*You can set a standard code of 2 or 3 character for all the Code - eg. BAG, NBK, ADT
Creating Category
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at 'LEVEL 1-5'
Inventory > Maintenance > Extended Category
Level 1 1 : The same as Level 0
Level 2 : You can set Level 2 to represent all the ''brand names''
Sort Code : ZYX
Code : ZYX
Name : Zyxel
Description : Zyxel
Level 3 3 : You can set Level 3 to represent "Product Specification"
Sort Code : 1GB
Code : 1GB
Name : 1GB
Description : 1GB
Level 4 & 5 : You can set for other product specification also
Note: It is not necessary to use all the Level available. To see the list on each Level -Inventory > Maintenance > Extended Category
Select the preferred Level and click " Get List".How
HOW to Create Item Code
You can create an item code based on the example shown below:
- [Brand Name] - [Specification] - [Specification]
Eg 1:-
Item Code : ADT-A1P-5-CAR
Item Name : ADAPTER A1PRO ACG 5 CONNECTORS CAR CHARGER
Level |
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Fill in | Description | |
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Level 0 | - | This will leave blank if EMP user are not using Tree Category |
Level 1 | ADT Adapter | General Name |
Level 2 |
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A1P |
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Brand Name | |
Level |
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3 | Product Specification | |
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Level 4 |
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CAR |
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Product Specification | |
Level 5 |
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Bill |
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Person In Charge |
Eg 2:-
Item Code Code : BAG-TP-15_-BL-PAC160B
Item Name : NOTEBOOK BAG TRAVELPAC 15" SLIPCASE BLUE PAC160B
Level | Fill in | Description |
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Level 0 & 1 |
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NBK Notebook Bag |
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General Name | |
Level 2 |
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TP |
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Brand Name | |
Level |
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3 | Slipcase | Product Specification |
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Level 4 |
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BL |
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Product |
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Specification |
Level 5 |
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Goh |
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Person In Charge |
For Level 1 and level 2, if you are using 2 alphabet for level 1, and 3 alphabet for level 2 for the category code, i we would highly recommend that you remain consistent, meaning, all category code in the same level will have same number of alphabet, and when you create the item code, try to follow the same convention also.