It would be helpful to know about 'User-Defined Groups ' before adding items to Inventory. User-Defined Groups simplify inventory categorization and make inventory entry and tracking more exact and efficient

Keeping inventory well-organized avoids confusion, mistakes and frustration. What is it? Where is it? How is one item different from other items? How can items be grouped for printing price labels and reports, editing, discounts - and all those things we do with inventory?

Inventory is 'categorized' (labeled, tagged, identified, marked, described) so that each item may be identified, located and grouped (if desired) for a variety of purposes (like reports, printing address labels and price tags, discounting, deleting from records, etc.).

For example, a store might wish to have a sale for items in a given category. As members of the category, all items can be 'batch' discounted and new price labels may be 'batch' printed. The time savings is substantial.

A basic software program allows for a limited 'description' (which might be printed on price labels) and a detailed description (a longer description which might appear on 'detailed price labels' and 'detailed reports').

A more sophisticated software program provides a variety of ways to categorize inventory items, allowing for very specific descriptions which in turn make sorting, group and batch processing very specific.

In PPSS users can create their own descriptors with 'User-Defined Groups '. The software user assigns names to the 4 groups (like Color, Style, etc.) and determines the descriptors for each group (like black,blue,green,red, etc.).

Defining Categories is one of the first steps in configuring PPSS for your business. This must be done before a default Category may be elected in Program Setup and it is necessary before items can be added to Inventory (so that items may be properly categorized).

Select Categories from the Inventory Menu:

To add a New Category, enter the name of the Category in the box at the bottom

and press 'Create New Category'.

Repeat for other Categories and  click 'Save Changes':

Type or copy/paste a list of Categories (separated by commas - no space after the commas). Press Create New Category to enter all Categories at once. (Up to 500 characters may be entered.

Each Category will be taxable unless the 'Tax-Free' box is checked. (Sales Taxes are set in Program Setup, Sales.)

Select a Category by clicking on it. Its name will appear in the Name Box.

Make desired changes to the name and select Save Edited Category

Continue editing or adding or select Saves Changes and Exit.

Please see User-Defined Groups .