Product SKU Categories

Learn about the benefits of categorizing your products.

Prerequisites

Taxes and Levies must be set up

Getting There

Setup → Categories

Overview

A classification for products your brewery sells (Setup→Product SKUs).

Benefits

Properly categorizing your Product SKUs provides the following:

  • Makes your product SKUs easier to search.
  • Finer-grained inventory counts and snapshots: you can perform an inventory-count or snapshot for one or more specific categories of products.
  • Reporting: some reports allow you to filter based on the category of product.
  • Set a default tax for when selling products in that category. When creating a sales document, the tax code for the item will default to the tax assigned to its category.
  • If Brew Ninja is connected to your accounting system, you can link a product category to a specific asset general ledger (GL).  e.g., This allows you to use a different GL for Beer than for Merchandise.
  • Classify the products you sell as Liquor for reporting purposes.

Product SKUs Category Fields:

Name Name of the category value as it will appear in the application.
read-only This category can not be edited.
Description Arbitrary description of the value and it's usage.
Liquor? Classify the products you cell as Liquor for reporting purposes.
default This category can not be edited. See the Special Category Values section below.
Default Taxes: Retail The default tax code to use on retail sales when selling products in this category.

Special Category Values

The following category values have specific uses in the system:

Default The fallback category; product SKUs that do not have a category assigned to them will be assumed to belong to this category.

Point of Sale Category Type

The top-level category used for organizing products in the Brew Ninja POS. e.g., Beer, Merchandise, etc.

Fields

Name Name of the category value as it will appear in the application.
Description Arbitrary description of the value and it's usage.
Image The image to display in the POS representing this category.

Point of Sale Secondary Category Type

The second-level category used for organizing products in the Brew Ninja POS. These options are not available in the POS until the corresponding top-level category is chosen. e.g., 6-Packs (under Beer), T-Shirts (under Merchandise), etc.

Fields

Name Name of the category value as it will appear in the application.
Description Arbitrary description of the value and it's usage.
Image The image to display in the POS representing this category.
Parent Category Select the top-level category which this will reside under. (See the section above.)

Further Reading