A category is a collection of related items (i.e., chains, charms, diamond bracelets, colored stone rings, giftware, etc.) that The Edge will use as a foundation in producing management reports.  Assigning items to categories will assist you in discovering which categories are producing the most revenue and which price points are most productive within the categories.  

The Edge comes with default, recommended categories.  Though there may be reasons to vary a bit, we strongly recommend that you use the category structure provided with The Edge.  It will provide best use of analytical tools and better organization of items.  

New Category Creation

If an appropriate category doesn’t exist, be prepared to choose the best pricing methods.  Because of the pricing behavior, we recommend that you avoid mixing pricing methods within a category.  Instead, set the default pricing method for each category.  Therefore, when you add items to a category, it can get its pricing method from the category.  So, you would need to know the pricing method before you create the category.  See the flow chart in the section entitled Types of Inventory.

To add a category:

1. Select Inventory > Categories > Add.
2. Enter an ID and category name.
3. Set Pricing Method to the desired bulk type.  See the section below entitled Types of Bulk Inventory.  For this example, we’re going to use one of the bulk pricing methods.
4. Specify the default unit of measure (IUOM, UOM pricing methods only).
5. Fill out the other tabs as required.  See the section in the User Guide entitled Adding a Category for more information.
6. Save the category.
7. Restart The Edge.