Create a Product Category

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
3 min read

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.

User Roles: Admin and Setup.

Table of Contents

Add a Category

To add a new category, please follow these instructions:

  1. Go to Setup and select Products.

  2. Click on the "manage categories" link on the left-hand side.

  3. Click on "Add Category" (or press the N key).

  4. Complete the information requested:

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

    2. Name. The name of the category.

    3. Division. Fresh cut flowers, plants, or hard goods.

    4. Region of Origin. This must be previously added from the Setup>>Shipping screen. Read Regions of Origin to learn more. 

    5. Accounting Sales Code. Companies with integrations with an external accounting system may need to fill in this information.

    6. Accounting Procurement Code. Companies with integrations with an external accounting system may need to fill in this information.

    7. Display last product on search. 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 Select products that appear last on a product search.

    8. US Tariff Code. This code is required in custom accounting and export reports. These codes are defined by the World Customs Organization (WCO) and used to classify and define internationally traded goods. Maximum 20 characters.

    9. Canada Tariff Code. This code is required in custom accounting and export reports outside Canada. These codes are defined by the World Customs Organization (WCO) and used to classify and define internationally traded goods. Maximum 20 characters.

    10. Customs Code. This code is required in custom accounting and export reports. Maximum 20 characters.

    11. Weight. Enter the product weight in kilograms per stem.

    12. Box Charge. If you want, you can also add 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.

    13. Hide from Inventory after. the maximum number of days that products of a given category will be available in the inventory and Add Order screens.

    14. Local after. The age after which products in this category should be transferred to the local inventory. Read Inventory Options for more information.

  5. 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.

  6. Click on Save to finish.

Keyboard Shortcuts

  • Use the S screen to open search filters. 

  • Use the N screen to open the Add Category screen. 

  • Use the period (.) key from the Settings screen to search for the categories screen. 

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

Back to top

 

Add a product category from the Setup - Products screen.
You can edit or delete existing categories from the actions column.

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