1. What you need to know
- You must have permissions to view Products category otherwise you can make a request to your local Cirrus administrator or request the creation of the category to the staff personnel.
- You can remove a category only if it's not yet assigned to a product.
- You can modify the ledger accounts, but you must copy them to the assigned products when these belong to the category.
- The cost method will be the one of the Accounting Schema but in case you need to modify it you must submit a request via ticket.
- It is mandatory to relate the product class when creating a new category.
2. The benefits
- Ease of classifying products by categories y be able to use the in factors of selling prices.
- Configuration of the ledger accounts that will be affected at the moment of sales operations and/or purchases.
3. Start configuration
After opening the options Product Category click the button New Record and follow these steps:
i. Go to Product Category, click on New Record, fill all of the mandatory information and Save.
ii. Go to Accounting tab and confirm the Accounts:
iii. When there is any Assigned Products, when you edit an Account click on Process Now to update this information:
After finishing the aforementioned steps
You'll be able to use it in the master product catalog when adding new items or services and in any required transaction.
Congratulations!
Deleting a category record
Deleting a category is only possible if the category has not been assigned to a product.