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This text refers to program version 8.3  

Item Classifications

This page describes the Item Classifications setting in the Sales Ledger.

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There are two methods in Standard ERP that that you can use to categorise your Items:

• You can use Item Classifications. One advantage of using Item Classifications is that you can assign more than one Classification to an Item. For example, you can assign two Classifications to an Item such as a universal media player (e.g. a Blu-Ray player), to classify it both as an audio device and as a video device. At a more detailed level, you could assign several Classifications to televisions, perhaps representing screen technology, screen size, resolution and other attributes.
  

  One reason to use Classifications is to group Items together for sales purposes, so that it will be easier for users and Customers to find the Items that they want.
  

• You can use Item Groups. You will usually use Item Groups to group Items together for accounting purposes (e.g. Items with the same Sales, Stock, Cost and Purchase Accrual Accounts, VAT Codes and Cost Models can belong to the same Item Group). An Item can only belong to a single Item Group.

You can divide Item Classifications into Classification Types, allowing great flexibility. To define Classification Types use the setting of the same name in the CRM module.

To work with Item Classifications, first use the [Switch Module] button in the Navigation Centre to enter the Sales Ledger. Then, if you are using Windows or Mac OS X, click the [Settings] button, also in the Navigation Centre and double-click 'Item Classifications' in the resulting list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and then tap 'Item Classifications' in the 'Settings' list. The 'Item Classifications: Browse' window opens, listing the Item Classifications that you have already entered:

To enter a new record, select 'New' from the Create menu (Windows/Mac OS X) or from the + menu (iOS/Android). The 'Item Classification: New' window appears: enter the details as appropriate and click [Save] (Windows/Mac OS X) or tap √ (iOS/Android) to save the new record.

Code

Enter a unique code to identify the Item Classification. It can consist of up to five alphanumeric characters.

Name

Assign a descriptive name to the Item Classification. This will be shown in the 'Item Classifications: Browse' window and the 'Paste Special' list, so it should be descriptive enough to make the selection of the correct Item Classification easy for all users.

Type

Paste Special    Classification Types setting, CRM module

If necessary, you can group Item Classifications of a broadly similar nature together by assigning them to the same Classification Type.

Classification

Paste Special    Item Classifications setting, Sales Ledger

An Item Classification can belong to another Item Classification, allowing you to define a hierarchical Classification structure. Please refer here for details.

After entering your Item Classifications, you can assign them to the appropriate Items. To do this, use the Classification field on the 'Pricing' card of each Item record. You can assign several Classifications to the same Item, separated by commas:

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Item Classifications in Standard ERP:

• The Item Classifications setting
  

• Item Classifications and the Item 'Paste Special' List

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• Home page for Items and Pricing manual
  

• Home page for Standard ERP manual

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