SFSD Procurement and Inventory Solution - Product Setup
Product Categories
The Product
Categories List screen defines product categories used in the system.
Product categories are the most specific
of
the two tiered
product organization scheme used in the software. Product Categories may be added or
deleted using this screen. To modify a product category in the list, double-click
the row you wish to edit. To add a new
product category, click the Add New button. The information displayed in this screen may
be filtered and sorted using a right-click in
the grid.
Product Category Detail Screen
The Category Detail Screen enables users to configure
new or existing product categories.
Product Type: Links the new or existing category to an
approriate product type.
Expense Name: Links the new or existing category to an
expense account as defined in the FUNDamentals software. This link determines
the which expense account and sub-account will receive the expenses incurred
when items linked to this category are received into inventory, and the values
of inventory as either food, commodities, or supplies.
Write Expenses to FUNDamentals Option: This option is
provided for districts utilizing another mechanism such as in import from an
accounting system as the source of financial information for schools and
warehouses. Typically, if financials are being imported, this option will be
unchecked to eliminate duplication, or if the favored financial information is
from the import source.
