Category Settings

Customer > Settings > Inventory Hierarchy Settings > Category Settings
Merchandising and Distribution > Purchasing > Buyer/Merchandiser Tools > Buyer Tools > Settings > Inventory Hierarchy > Category Settings
Merchandising and Distribution > Purchasing > Buyer/Merchandiser Tools > Merchandiser Tools > Settings > Inventory Hierarchy > Category Settings
Merchandising and Distribution > Purchasing > Buyer/Merchandiser Tools > Settings > Inventory Hierarchy > Category Settings
Merchandising and Distribution > Inventory > Settings > Inventory Hierarchy Settings > Category Settings
Merchandising and Distribution > Settings > Inventory Hierarchy Settings > Category Settings
Accounting > Third Party Accounting > General Ledger > General Ledger Settings > Category Settings
System Administration > Get Started - Enter Your Information > Get Started Step 9 - Merchandise > Category Settings
System Administration > System Settings > Merchandising and Distribution System Settings > Inventory Hierarchy Settings > Category Settings
System Administration > System Settings > Accounting System Settings > General Ledger System Settings > Category Settings

Within the STORIS Inventory Management feature is the following three-tiered hierarchy structure.

Prior to creating your product records, you must create your product groups. And prior to creating your product groups, you must create your product categories. Your product groups should be relatively descriptive. Typical STORIS users have between twelve and twenty-five product categories. By contrast, you can have an unlimited number of product groups. Click here for specific examples of the category/group/product relationship.

View Product Category Details

Right-click menus are user-defined menus available in selected routines. The options listed above come delivered with STORIS, but you can edit these menus using the Dynamic Escape Settings.

General

Use this field to indicate whether or not this product category is active. If this check box is enabled, product groups associated with this category are considered active. If you uncheck the box to indicate that it is inactive, all product groups associated with this category are considered inactive, even if the individual product group is active. This means that no product group associated with this category can be assigned to a product when the category is inactive. When you create new categories, this field defaults to checked.

Ledger Account Numbers

The Ledger Account Number fields on this screen are optional. If you leave blank any of the GL account fields in this Category record, your accounting system uses the default general ledger accounts set up in the General Ledger Assigned Account Settings.

Use this field to specify a sales line discount account for this category. You may enter the account directly into the field or click the Action button to select an account using the GL Account Entry Screen. This field is validated in the order mentioned in the Post Line Discounts to General Ledger field on the Advanced tab of Point of Sale Control Settings.

Use this field to specify the account to offset the above Line Discount account. You may enter the account directly into the field or click the Action button to select an account using the GL Account Entry Screen. This field is validated in the order mentioned in the note of the Post Line Discounts to General Ledger field on the Advanced tab of Point of Sale Control Settings.

This field is used to report gross profit for zero-cost special-ordered products. Use this field to specify the percentage of the selling price you want to use when calculating the approximate cost for zero-cost, special-ordered products. You can also specify this percentage at the Group level or in Special Order Control Settings.

The cost calculation obtains the zero-cost retail percent using a hierarchy comprised of Group Settings, Category Settings, and Special Order Control Settings, in this order. The first zero-cost percent amount found using this hierarchy is the percent used in the cost calculation. A value of zero is a valid amount in the zero-cost retail percent and is used in the hierarchy. The value must be null in order to move to the next hierarchy level.

This cost is not written to the purchase order, and is used to determine the approximate gross profit amount that displays on the following reports: Report Written Sales Dollars and Report Written Sales by Salesperson.

If a check appears at the Use Replacement Cost as Default field on the Miscellaneous tab in the Purchasing Control Settings, the system uses the replacement cost for each product instead of the percentage you enter here.

Use this field to enter the minimum gross profit percentage (if any) you want to maintain for sales order line items associated with this category whose default selling price is changed during sales order entry. If the edited price does not meet the minimum gross profit percentage, the system may issue an exception alert, depending on the check level setting.

STORIS uses a hierarchy to determine the minimum gross profit percentage and check level for sales order line items.

Replenishment

The system uses the Primary and Secondary Warehouse fields with the Automatic Stock Replenishment feature. You can set replenishment locations in several files. When searching for a replenishment warehouse, the system checks the Primary and Secondary Warehouse fields in the following routines, in the following order:

This field is not accessible if a primary replenishment warehouse location is not specified. Use this field to select the locations you want to target for distribution of merchandise within this product group. You use this field only in conjunction with the primary and secondary warehouse locations specified within this record.

If you click the Search button at this field, you can select target stores or warehouses from the list of valid Warehouse/Store Locations that appears. The location you specify here cannot be the same as the Primary or Secondary Warehouse locations selected above.

When replenishment occurs for a product category, the Primary/Secondary replenishment warehouses are used for all Target Location(s), regardless of whether they are store or warehouse locations. The ability to define separate replenishment locations for store and warehouse locations is not provided at the category level.

If the replenishment information for a category is populated, these locations are used for replenishment of all products from this category, except those products belonging to a product group with replenishment locations specified. Replenishment information at the Group level overrides the information specified for the Category.

Twilight Pricing

Use this tab to create and edit a twilight discount pricing scheme for the selected product category. Twilight discount pricing applies to As-Is inventory only. You set up a discount scheme in which product prices decrease over time for items that remain unsold. Note that twilight pricing by category overrides other twilight pricing.

To edit an item, double click on it in the grid. To enter a new discount, click on Add or Clear until the Reduction field is empty.

User Defined Settings

Use this tab to enter additional information for the current product category. The active prompts that you defined via User Defined Settings are displayed in the first column of the grid on this screen. In the second column, you can enter responses to any of the prompts listed. In the third column, if there are predefined responses you can click the Select button to specify your response.

You can also use this screen to edit a response. Entries on this screen are for information only; no processing occurs based on this information.

The active user defined prompt codes that you established via User Defined Settings display in this column. Using the next column, you can enter responses to any or all of the settings displayed.

To enter a response to a setting, click in the response column of the corresponding setting and type the response to the setting. To edit a response, click inside the entry box in this column and type in the new response. When finished entering/editing responses to the settings, click the Save button to update.