Introduction
This guide explains how the user can map supplier stock categories to purchase categories.
This is used for clients who want to link products with specific nominal codes without relying on their users to decide which purchase categories to assign to a stock location/order sheet. Using this functionality any purchases through the suppliers will automatically be costed to the correct nominal code by the link created between the supplier's stock category and your purchasing category.
This option requires ongoing management to ensure that when new supplier stock categories are added within a supplier catalogue the correct purchase categories are mapped. This maintenance is to be undertaken by the client and is not a task performed by IndiCater.
Assumptions
Purchase Categories have been set up with the correct nominal codes
User has the correct permission to access Catalogues
Where to find this
Head Office>Purchasing>Catalogues>Manage Stock Categories
Step-by-Step guide
When selecting 'Catalogues' on the menu, you will land on the approval page, select 'Manage Stock Categories' to access the tool to map stock categories to the purchase categories.
You can add a new Stock Category by clicking on the +Add button, type in the category, then select the purchasing category, then click on Add Category to save.
To quickly map existing category options, select the drop-down box for 'Stock Categories' to select the supplier stock category that you would like to map.
Now select the drop-down box for 'Purchase Category' to select the category linked to your nominal codes. Find and select the purchasing category that you want to map your chosen stock category to. Click on the Map stock category to purchasing category button to complete the mapping.
You can see the categories and mapped purchase categories on the summary section below the mapping tool. You can make updates to existing mappings from here, click on Edit to the side of the category you want to change. Type in the new stock category name, choose the purchasing category, then click on Update Category
From Head Office > Purchasing > Reports > Additional Reports, you can download (in excel format) a list of the mappings by clicking on the Download Purchasing Category Mappings button. This may require activation, please contact us if you would like this activated.