Inventory Control - Product Types
Function
Use this task to define and maintain inventory product types. Product types are logical groupings of inventory items used for Sales Analysis, and also serve as filters on reports, bulk price changes, or when rebuilding beginning balances. At least one product type must be defined, and each inventory item must refer to a product type. The product types may be as broad or as narrow as required. A listing of all product types and their descriptions is also available.
=> To access this task...
Select Product Types from the Inquiry and Maintenance menu.
Product Type Maintenance
About the Fields
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Enter 1 to 3 characters (alphanumeric) for a product type.
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Click the record navigating buttons;
to view the first record, 
to view the previous record, 
to view the next record and 
to view the last vendor record. -
Click
to select from a list of product types.
Because this is an alphanumeric code, any leading zeroes (e.g. 001) entered as part of the product type must be entered each time the type is referenced. Also, keep in mind that sales analysis and inventory reporting is controlled by product type, so set up enough different types to meet your individual needs.
Product Type Example
HDW might be used for hardware, SFW for software, PER for peripherals, and ACC for accessories.
Entering an existing type, the description and sales analysis level for the type is displayed.
WARNING: When you delete a product type, be sure there are no inventory items or sales analysis records that refer to the product.
In the Description field...
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Enter 1 to 20 characters for a description of the product.
From the Sales Analysis Level dropdown...
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Select Product Level (P) to generate sales analysis by product.
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Select Product +Item Level (I) to generate sales analysis by product and item.
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Select No Sales Analysis (N) to ignore sale analysis for this product.
In the Tax Service Code field...
Disabled unless OP is installed and OP Parameters has a Sales Tax Service selected, and Tax Service Code Source in OP Parameters is "P - Product Type".
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Enter a tax code for the tax service to use as the default for items with this Product Type. This default can be overwritten for individual items.
When done making selections...
-
Click the Save button
to save the record. -
Click
to begin a new cycle code record. -
Click
to delete the record.
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