Add Purchasing Categories

Use this page to add new purchasing categories and their nominal codes for use within IndiCater.

To add a new category:

1. You will need to enter the name and the finance code (this will be included on your purchase invoice export). Finance Code Type is not required but can be added and built into a bespoke export if required.
2. Tick whether the category should be reported as Stock, Sundry, Labour or Cleaning and Disposables. This is important and affects where your costs will sit in the various reports. Items that you want included in the stock consumption calculations will need to be linked to a category tagged as  a Stock Item. Stock Items are included in the gross profit figures in the reports whereas transactions using the categories tagged as labour, sundry or cleaning will appear below the GP line.
3. Tick Allow Stocktakes and Allow Transfers if you are using the stocktaking module and wish to record stocktakes and transfers using your new purchasing category.
4. Leave the other fields as they are not necessary for default use.
5. Click Add Category