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Configure Product Types and Product Sales Categories

File > Configuration Management > Inventory > Product Type / Product Sales Categories

Product Type and Product Sales Category are two ways to distinguish between groups of products that go beyond the primary categorization of Product Class.

Product Type and Product Sales Category can both be added as filters when running reports and when filtering the Product List & Inventory Manager but they also have a few key differences.

Product Type is required when setting up a new product. Additionally, Product Type is included as a filter in the Product Lookup window. Often Product Type is chosen based on what is most useful in the lookup window.

For example, finished goods vs raw materials or fresh vs frozen.

Product Sales Category is optional when creating a new Product. It unlocks 4 additional reports that show your sales data grouped with Product Sales Category subheadings: Product Sales Category by Customer, Sales Category Summary, Product by Sales Category, & Sales Category by Salesperson. Most commonly, Product Sales Category is used when there's a need for additional sales reporting beyond Product Class.

For example, a company selling snacks from around the world may use Product Class for the type of snack but enable Product Sales Category to see additional sales reporting broken down by country of origin.

Entering a New Product Type / Product Sales Category:
  1. Log in as an Admin user, select File > Configuration Management to open the Configuration Manager.
  2. Select Inventory folder > Product Type / Product Sales Category.
  3. Click the Edit button.
  4. Enter an ID and Description.
  5. Verify the Active box is checked.
  6. Click the Save button.
 
Editing a Product Type / Product Sales Category:
  1. Click the Edit button.
  2. Click in the field you wish to edit and make your changes.
    1. This includes deactivating by unchecking the Active box.
  3. Click the Save button to save your changes.
Deleting a Product Type / Product Sales Category:
  1. Click the row select box to the left of the data grid row you need to delete.
  2. Press the “Delete” key.
  3. A prompt will pop-up to confirm whether or not you want to delete the row you selected, click the Yes or No button depending on what you want to do.
  4. Click the Save button.
  5. Note: Make sure that no active products are currently using the Product Type before deleting or marking Inactive.

For more information regarding product classes, check out our docs page.