Material Categories
Overview
- In BOS Professional, materials are classified into Categories for reporting purposes.
- You are free to create as many categories as you need.
- Categories can also have Subcategories.
You can also use the Edit Categories interface to create Checklists, set up Point of Sale options and enter Specification Notes.
List View
Note
Every material must be linked to a category.
Subcategories are created in the same interface as categories.
Allocating a material to a subcategory is optional.
Buttons Explained
| Button | Description |
|---|---|
| Refresh | Refreshes the categories list. |
| New | Creates a new Category. |
| Close | Closes the popup. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Lets you add or remove columns. |
| ID | System-generated number for each category. |
| Description | The category's description. |
| Type | The Type of category. |
| Price Type | The default Price Type for the category. |
| Location | The default location for the category. |
| Unit | The default Unit for the category. |
| Customer | A checkbox indicating if the category applies to customers (e.g. finished goods). |
| Menu (...) | Submenu to edit or delete the record. |
Edit View
Buttons Explained
| Button | Description |
|---|---|
| ∧ ∨ | Arrow keys to navigate between the categories. |
| New | Creates a new category. |
| Delete | Deletes the existing category. |
| Save | Saves any changes. |
| Close | Closes the Category popup. |
Header
| Field | Description |
|---|---|
| Description | Enter a description. |
| Location | Option to select a location from the dropdown list of locations. |
| Type | Option to select a Type of Category from a predefined dropdown list. |
| Price Type | Option to select a default Price Type for the category from this list:
|
| Unit | Option to enter a Default Unit for the category. |
| Customer | Checkbox to check if the category applies to Customers (e.g. finished goods). |
Checklist (tab)
Info
Checklists are fields you want users to fill in to protect your data integrity.
If the fields specified on the checklist are left blank, they show up as failed items in the list view.
Checklists are optional.
| Tab | Description |
|---|---|
| Add Checklist Item (button) | Creates a new Checklist. |
| Field Chooser (*) | Lets you add or remove columns. |
| ID | The system-generated number allocated to the checklist. |
| Order | A sequential number allocated to each record. |
| Description | Enter a Description. |
| Code | Enter a Code. |
| Type | A dropdown list of available checklists to choose from:
|
| Updated | Auto filled with the User and Date of the last update. |
| Menu (...) | Submenu with these options:
|
Subcategories (tab)
Info
Subcategories are optional components of the main category (e.g. if the main category is Plates, the subcategories can be Litho Plates and Polymer Plates).
Use this tab to create subcategories as follows:
- Click in the block.
- Enter a subcategory (one per line).
- Use Enter to navigate to the next line.
Formats (tab)
Info
Formats are variations of the same product (e.g. glossy paper 80 gsm, glossy paper 100 gsm).
| Tab | Description |
|---|---|
| Description | Enter a description. |
| Edit (button) | Opens a text editor to enter specifications. |
| Block |
|
Point of Sale (tab)
Info
These are the actions taken when a material is scanned at the point of sale.
- Printer: Option to select a printer from the dropdown list (click the arrow). The list is populated by the installed local printers.
- Template: Option to select a template from the list of QuickEasy templates (click Browse).