Items needs to be grouped by categories. These categories will be linked to the Chart of account using the "purchase accounts" program.
Rule: The minimum number of item categories is depending on the segregation of the cost / Fixed Assets in the COA (Chart of Account).
A Category can only be linked to one account. Therefore, asset category can only have asset items.
Remarks: Adding new record affects all properties within the group. This means add new record is all, edit and delete is per property
Example of Item Categories
| Food & Beverage Category | Non Food Category | Asset Category | |
|---|---|---|---|
| 1 | Fruits & Vegetables | Office supplies | FA- Computer Equipment |
| 2 | Dairy Products | Repairs & Maintenance | FA - Motor Vehicle |
| 3 | Fish & Seafood | Decorations | FA - Fixtures & Fittings |
| 4 | Dry Groceries | Printing & Stationery | FA - Office Equipment |
| 5 | Alcoholic Beverage | Hardware Expenses | FA - Aircon |
| 6 | Non Alcoholic | Computer expenses | FA - Printers |
| 7 | Retail - T Shirt | Travel Expenses | FA - Land & Building |
This program should be under the control of Finance. Any item categories that do not have a proper linking in finance, transactions will go to Uncleared P&L Purchase or Uncleared Balance Purchase.
To Add
- Click the button "+ Add new Record", type the Item category name and the description. Hit Submit or enter when done.
To Edit
- Click the "edit" icon and start editing the data.
- Click "submit" when done.
- Click "cancel" if you don't want to make any changes.
To Search
Select the filter icon and select from the drop-down list.
- contains
- Start with
- is equal to
To Delete (deactivate)
E-hors will not allow you to delete the item category when there's an active item under it. Move the item first to the other category before you can delete it.
- Navigate to the Item category name that you want to deactivate, click "deactivate" button.
- Are you sure you want to de-activate this record?
- Click "OK".
Show In-active
UN-tick the box to show in-active records.
To Re-activate
- UN-tick the tick box “hide inactive” to show the in-active records.
- Select the item category name that you want to re-activate, click "re-activate" button.
- Are you sure you want to re-activate this record?
- Click "OK".
