How to add a new category during the purchase entry?

How to add a new category during the purchase entry?

During the Purchase entry for Matrix Item, you can easily add the category for combination type of categories like Brand, Size, Style and Color. The new category created is automatically updated in Inventory >> masters>> Category. So to do this phenomenon you need to do some configurations please follow the steps:

Navigate to Tools then Select Configuration and under the configuration section click “Configuration”

Configuration

* In the “Configuration” window under the search menu type “Create” and then press “Enter”.


* Now select the configuration “Allow To Create New Category” and Press Enter



Enable the option “Allow To Create New Category” and click on save.


Now Go to the Purchase and Click on Purchase Invoice Enter the necessary details and select the Matrix Item. Now you can add the category whatever you want.

Example: Consider the category "Brand ". In the Apparel industry, new brands will come often. In that case, user want to go Inventory >> Master >> Category screen want to screen new brand. It will take more time to end-user.

To overcome that, the user can give a new style no while making the purchase itself at the time of loading combinations. If the user inputs a new brand as Peter England, it will automatically get updated in category master. But adding a new category on the purchase screen may lead to duplication of category due to wrong entry  For e.g. Peter England is an existing category  If you enter Peter England while creating the category, it is a duplication  Hence, the user needs to pay attention to the data while creating a category to maintain data consistency.


* It can be verified in the category master. 

    • Related Articles

    • Cancel a Dispatch Entry

      Cancel a Dispatch Entry Purpose: The purpose of 'Cancel a Dispatch Entry' in RetailEasy POS is to allow the seller to cancel a dispatched order that has not yet been delivered to the customer. Sometimes, due to unforeseen circumstances, a seller may ...
    • CSV Import Support in Wastage Entry

      CSV Import Support in Wastage Entry Purpose: With the help of this module/option you can import the following information such as the date, time, item name, quantity, and reason for wastage, the system can automatically populate the relevant fields ...
    • Overwrite tax-slab in Purchase/Receipt Note

      Overwrite tax-slab in Purchase/Receipt Note Purpose: The purpose of the "overwrite tax-slab" option in a purchase/receipt note in a POS system is to allow the user to manually adjust the tax rate applied to a particular item or group of items. ...
    • Parcel Entry

      Parcel Entry Definition: Parcel Entry acts as a bridge between the buyer, seller & the transporter which saves time and adds transparency to the process even during non-working hours. Purpose: Gain visibility and control the procurement operations ...
    • Purchase Return with Conversion Functionality

      Purchase Return with Conversion Functionality: Purpose: The mentioned details highlight a new feature in the pharmacy retail outlet store POS system related to Purchase Return with Conversion functionality, specifically within the Pharmacy vertical. ...