Mapping Stock Categories to Purchase Categories

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>Update Stock categories

Step-by-Step guide

When selecting 'Catalogues' on the menu, you will land on the approval page, select 'Update Stock Categories' to access the tool to map stock categories to the purchase categories.


Select the drop-down box for 'Stock Categories' to select the supplier stock category that you would like to map

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. 


Select Update Stock Categories


You can see the categories and mapped purchase categories on the summary section, below the mapping tool


 
 
 There is a Mapping Report on the Head Office Purchasing Reports page which you can run to see all of the mappings.

You will need to refer back to the catalogues to see the items listed under the stock categories.

  • Page:

Mapping Stock categories to Purchase Categories

  • Page:

Cancelled Purchase Orders

  • Page:

Managing Menu categories

  • Page:

Setting up and managing stock locations

  • Page:

Detailed Stock Transfer