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John’s Journal, Issue #11 – How to Revise Inventory Categories

John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve business operations.

Under the Management Menu is the sub-menu to “Assign Categories to Inventory” that gives you a quick and easy way to revise your inventory categories.  In the example below, Christmas greens were under the MISCELLANEOUS category and I wanted them under a new XMAS GREENS category.    

The procedure is as follows:

  1. Under the Inventory Menu select the “Product Category Filter” to set-up a new category
  2. Under the Management Menu select “Assign Categories to Inventory” which will display the screen above
  3. On the Assign Categories to Inventory Screen:

A. Select the Inventory items you want to change by Category Filter, Item Filter, Product Code or a portion of the Product Code or Description Search
B. Review the Inventory items display to make sure these are the ones you want to change Category
C. Select the new category from the drop down
D. Click APPLY to update the Inventory Category for the Inventory items displayed on the screen

Our goal is to provide you with software tools to make your job easier and improve your success with quality service delivered quickly. I would like your feedback and let me know if I can be of assistance.

Sincerely, John Henderson

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