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Overview

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Excerpt

Product Categories can be easily managed in order to properly group products and find them easily when creating any type of order within the system.

Tip

User Roles: Admin and Setup.

 How to Add Categories

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Add a Category

To add a new category, please follow these instructions:

Ui steps
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ui-step

  1. Go to

Setup>>Products
  1. Setup and select Products.

Ui step
  1. Click on the "manage

categories
  1. categories" link on the left-hand side.

Ui step
  1. Click on "Add Category" (or press the N key).

ui-step
  1. Complete the information requested:

    1. Komet Code

:
    1. . The name of the category in the Master Categories List of Komet. This is used in the K2K Network.

    2. Name

:
    1. . The name of the category.

    2. Division

:
    1. . Fresh cut flowers, plants, or

hardgoods
    1. hard goods.

    2. Region of Origin

:
    1. . This must be previously added from the Setup>>Shipping screen. Read Regions of Origin

Setup
    1. to learn more. 

    2. Accounting Sales Code

: Companies that have
    1. . Companies with integrations with an external accounting system may need to fill in this information.

    2. Accounting Procurement Code

:
    1. . Companies

that have
    1. with integrations with an external accounting system may need to fill in this information.

    2. Display last product on search

:
    1. . When you check the box Display last product on search, henceforth the system will push products of this category to the bottom of any search results that use the product autocomplete. For more information, please

read Positioning products : this
    1. . This code is required in custom accounting and export reports. These codes are defined by

the World
    1. the World Customs Organization (WCO) and used to classify and define internationally traded goods. Maximum 20 characters.

    2. Canada Tariff Code

:  this
    1. . This code is required in custom accounting and export reports outside Canada. These codes are defined by

the World
    1. the World Customs Organization (WCO) and used to classify and define internationally traded goods. Maximum 20 characters.

    2. Customs Code

: this
    1. . This code is required in custom accounting and export reports.

 Maximum
    1.  Maximum 20 characters.

    2. Weight

:
    1. . Enter the product weight

in kilogram
    1. in kilograms per stem.

    2. Box Charge

:
    1. . If you want, you can also add

a  for
    1. a Box Charge for the category that will affect the landed cost and price of the product. To learn more, read Box Charge per Category.

    2. Hide from Inventory after

    1. . the maximum number of days that products of a given category will be available in the inventory and Add Order screens.

    2. Local after

: the
    1. . The age after which products in this category should be transferred to the local inventory. Read 

Local After Option Ui step

 Finally, click on Save to finish. 

Tip
titleKeyboard Shortcuts
Use the S screen
    1. Inventory Options for more information.

Ui step

Text Color and Background Color:

Select the colors for the category to be viewed in the Order EntryJust click on the blank field and select the color that will appear. Select the color and the system will show you an example of how the product will appear in the Order Entry>> Inventory window. If you select a Text Color for a specific product under the category that already has Text Colors, the system will display the Text Color selected per product not per category when showing the product in the Add Order>>Inventory. If not, the system will display the category's Text Color for the product under that category.

  1. Set the Text and background color. Pick a color for a category in Order Entry by clicking on the empty field. The system will show a preview in the Order Entry>> Inventory window. If a product has a Text Color, it will override the category's Text Color in the Add Order>Inventory section. Otherwise, the category's Text Color will be displayed.

  2. Click on Save to finish.

Tip

Keyboard Shortcuts

  • Use the S screen to open search filters. 

  • Use

the 
  • the N

 screen
  •  screen to open the Add Category screen. 

  • Use the period (.) key from the

setting
  • Settings screen to search for the

Categories titleRelated Articles
  • categories screen. 

Panel
Info

You can export product categories to excel from the Options button.

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Tip
titleExport to Excel

Download categories if needed on a spreadsheet using the "Export to Excel" button.

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How to Edit and Delete Categories

Existing categories can be easily edited and deleted using the options on this screen:

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products" , "categories" )
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