Defining product categories

Do the following to define product categories:

1. In the Advanced Accounting Console, go to Settings > Commerce > Set up tables > Product categories.
2. Click New.
3. Enter a code for the product category in the Category field.
4. Enter a Description of the product category.
5. Enable the applicable Category Options. Select the options that you want enabled by default when defining new products on the Manage products window (go to Home > Commerce > Enter and edit products). You can override all settings at the product level:
   • Commissionable – Enable if you want the sale of a product within a category to generate a commission. The Comm % field displays when you enable the Commissionable option.
   • Comm % – (Displays only when the Commissionable option is enabled) Enter the default commission rate generated by the sale of a product in this category. For example, a 5.00 % commission rate would generate a $5.00 commission on a $100.00 sale. Make sure to enter the rate as a percentage and not as a decimal.
   • Stock Item – Enable to indicate that products within this category have physical inventory. You can track inventory only for items stocked in inventory.
   • Taxable – Enable to indicate that the product category is taxable.
   • Use Publication Demographics – Enable to define publication demographic information for a category's products. If the option is enabled, the Publication button displays and enables on the Manage products window for products belonging to that category. Clicking the Publication button on the Manage products window opens the Publication Demographics window used for defining demographic information for publications.
   • Product Kit – Enable to indicate that the product category consists of product kits.
6. Enter the User Defined Field Captions that will display and generate text boxes on the Product Detail window.

   Enter captions in the UF_1, UF_2, UF_3, and UF_4 fields that will display on the Product Detail window. Each caption that you define generates a text box on the Product Detail window for products belonging to that category. You can define the same or different captions for any product category.

   When entering or editing an order, some products may require additional order information before an order can be shipped. The user-defined fields on the Product Detail window allow you to record this additional information.

   You also have the ability to define general lookup/validation tables for each of the user-defined fields, and any predefined data can be accessed by selecting each field's Find icon on the Product Detail window. Regardless of whether general lookup/validation tables have been set up, you always have the ability to enter any necessary order information.

   General lookup/validation tables are set up for product category user-defined fields by combining the product category codes and field labels defined on the Set up product categories window. When setting up a table for a user-defined field, the product category code and field label must be separated by an underscore.

7. Enter any applicable Default Accounts. These accounts allow you to define the default accounts for products within this category. You can override the accounts at the product level on the Accounting window and at the warehouse level on the Warehouses window if Multi-Warehouses is enabled.

   When defining product-level accounts, the most specific accounting information takes precedence. For example, iMIS first looks for warehouse level accounts. iMIS then looks for product level accounts. If you have not defined product-level accounts, iMIS uses the default product category accounts. If you have not defined default product category accounts, iMIS uses the accounts defined on the Inventory System Setup window (from Orders, select Set up module, and click Inventory).

   • Income – Enter a product category's default income account number.
   • Inventory – Enter a product category's default inventory account number.
   • Cost of Goods Sold – Enter a product category's default cost of goods sold account number.
   • Adjustments – Enter a product category's default adjustments account number.
8. Click Save.

If you are licensed for product kitting, iMIS Orders allows you to sell product kits. A kit consists of multiple products sold as a single unit for a single price.

If you plan to sell product kits, you can define product categories that set default options on the Manage products window, such as Commissionable, Taxable, and Product Kit. After defining your product kit categories, you can define your product kits:

1. In the Advanced Accounting Console, go to Settings > Commerce > Set up tables > Product categories.
2. Click New.
3. Enter a code for the product category in the Category field.
4. Enter a Description of the product category.
5. Enable the applicable Category Options.
6. Enable the Product Kit option.
7. Enter any applicable Default Accounts.
8. Click Save.

To continue setting up your product kit, see Defining product kits.

Opens the Web Options window in the Advanced Accounting Console for the selected product category. The Web Options window is used for enabling products either for sale or for viewing on the Web.

You can enable product categories to be viewed or sold on the web using the Web Options window. Individual products can also be enabled for the web.

Do the following to enable a product category to be viewed or sold on the internet:

1. In the Advanced Accounting Console, go to Settings > Commerce > Set up tables > Product categories.
2. Select a product category from the list of Current Categories.
3. Click Edit.
4. Click Web Options to open the Web Options window.
5. Enable the product for the Web:
   • Not on Web - The product will never appear in searches on RiSE websites and cannot be viewed or ordered.
   • View on Web - The product will be found in searches on RiSE websites, can be added to the cart, but will be prevent checkout from succeeding.
   • Sell on Web - The product will be found in searches on RiSE websites, can be added to the cart, and will allow for successful checkout.
6. Enter the Product Info Hyperlink.
7. Select the Enable Info URL option.
8. Enter the Product Image Hyperlink.
9. Select the Enable Image URL option.
10. Click Save.