SMS eSuite - Managing Categories
SMS eSuite Managing Categories
Information
Categories in eSuite classify items with similar characteristics but assigned to different departments, sub-departments, vendors, or other eSuite divisions.
For example, juices can belong to the same sub-department, making it difficult to separate them from other items by type. However, it becomes easy to select only the vegetable juices, regardless of the vendor, by creating a category called "vegetable juices" and linking all the vegetable juices to it.
Categories allow you to refine the focus of the reports and organize items in a more consumer-friendly way when it comes to catalogs, for example.
Display the Category table
The Category table is available from the launcher in the following eSuite modules: Care, Manage, Buy, Sell, and Batch.
To display the Category table:
- Click the down arrow in the Dimensions entry to expand its menu.
- Select Categories to open the Categories start window.
- Select List.
- Select a category from the list.
- Click Edit in the bottom menu and select Category (F3).
The Category table opens on the desktop.
Create a category
You can create a category from the Category list or the Category table.
To create a new category:
- Click Add in the toolbar.
- Enter the minimum requirements: category number and description.
- Enter all the other information as needed.
- Click Save in the toolbar or press Enter on your keyboard to save the changes.
- Click Refresh at the bottom of the grid to see the new entry.
Modifying a category
To modify a category:
1. Open the Category table for the record that you want to edit.
2. Modify as required.
3. Click Save in the toolbar or press Enter to save the changes.
Add an image to the category
You can add images to categories with the Category table.
1. In the category list, select the category to which you want to add
an image.
2. Click Edit in the bottom menu and select Images. The Category table opens on the desktop.
3. Click Browse and select an image.
4. Click Save in the toolbar or select Enter on your keyboard to
save the changes.
Related Articles
SMS eSuite - Managing Vendors
GLDS Training Step-By-Step eSuite – Managing Vendors Information The Vendor table contains the vendor or supplier information required to facilitate the procurement of products and manage the cost of goods associated with those purchases. Vendor ...SMS eSuite - Managing Family Codes
GLDS Training Step-By-Step Managing Family Codes Information Families in eSuite group sets of items based on common characteristics. There are types of items that are produced by multiple manufacturers. Juices, for example, may be part of the same ...SMS eSuite - Managing Like Codes
GLDS Training Step-By-Step Managing Like Codes Information The Like code table is used to maintain codes that are later used to link items through the Like code field of the Price table. eSuite's default Like Code behavior will normalize all like ...SMS eSuite - Managing Report Codes
GLDS Training Step-By-Step Managing Report Codes Information Report codes group unrelated items, such as seasonal ones, in a single report. During Christmas, for example, linking seasonal items with a report code allows you to view the sales for ...SMS eSuite - Managing Departments
Department table Information The Department table contains information for groups of items like taxability or restrictors. Some points of sale, especially cash registers, use department keys to sell non-coded items. The eSuite software uses ...