New User Checklist:  Category Maintenance

Inventory ► Category ► List

Review the entire category list carefully and consider where items would best fit.  We strongly recommend using our category structure; our reports and other features are designed around this structure.  This is an area you want to spend sufficient time now because it is the organizational basis of your inventory setup for your store.  It is worth planning this before entering items.  For more about working with categories, see the section entitled Categories. 

•      Categories cannot be deleted, but can be changed via Edit or marked inactive using the checkbox on the General tab or the Disable button from the list view.

•      Add categories that are needed but do not currently exist.  Categories should be broadly defined by the type of inventory they will contain. For example, if you carry watches from multiple vendors, do not create a separate category for each vendor. Instead, create a single category called Watches or two categories called Men’s Watches and Lady’s Watches.  The watch vendor or manufacturer is a selectable field within the category.  Modify each category on file; there are five tabs for each category.

•      General tab – Describe the category by name, type, and general description (used by The Edge to suggest descriptions for adding items to this category).

•      Pricing tab – Controls how The Edge marks up new inventory or marks down old inventory at an age you determine. These price points are also used by the performance reports to analyze your available merchandise.

•      Details tab – Sets up detail fields to better describe the item that will reside in these categories.  Each detail can be linked to a list of choices and can be printed on tags.

•      Tags tab – Sets up the tag layout for this category.

•      Taxes tab – Select the taxes applicable to this category.