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other_stuff:transaction_categories [2019/10/16 13:36] – [Transaction categories] Emily Porrello | other_stuff:transaction_categories [2024/01/15 06:13] (current) – [26.06. Transaction categories] Mark Glover | ||
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- | {{indexmenu_n> | + | {{indexmenu_n> |
- | ===== 22.07. Transaction categories ===== | + | ====== 26.06. Transaction categories ====== |
+ | Categorising transactions allows you to group transactions together when reviewing or reporting them. Each type of transaction can have its own list of categories. For example customer invoices might have a category " | ||
- | Categorizing transactions allows you to group transactions together when reviewing or reporting them. Each type of transaction can have its own list of categories. For example customer invoices might have a category " | + | From the //Special// menu, choose //Transaction categories...// to see this window: |
- | + | ||
- | From the //Special// menu, choose //Categories// | + | |
{{ : | {{ : | ||
- | Click on " | + | First of all, select the transaction type the categories you create will belong to in the // |
+ | |||
+ | Click on " | ||
{{ : | {{ : | ||
- | The categories can be added to customer, customer credit, supplier, supplier credit, repack, build, inventory adjustment while creating | + | Here you enter the details of the category: |
+ | * **Master category**: select the master category that this one will belong to. Master categories are a way of grouping other transaction categories together, even categories of different types, to make reporting easier (see section [[reports: | ||
+ | * Damaged | ||
+ | * Expired | ||
+ | * Found | ||
+ | * Lost | ||
+ | * Stocktake | ||
+ | * Stolen | ||
+ | * Other | ||
+ | * **Category code**: the code of the transaction category. Not displayed in mSupply but you can filter categories by this so it provides another way to select relevant categories when reporting. | ||
+ | * **Category Description**: | ||
+ | |||
+ | Once you have created transaction categories they will be selectable in a drop down list when you create a new invoice | ||
+ | |||
+ | <WRAP center round tip 60%> | ||
+ | For systems using [[synchronisation: | ||
+ | </ | ||
- | Once you have assigned categories they will show as a drop-down list when you enter a new invoice or transaction. | + | <WRAP center round info 60%> |
+ | There is a ' | ||
+ | </ | ||
- | Transaction categories can be reported on, refer [[faq: | + | See the [[faq: |
- | // Previous: [[other_stuff: | + | \\ |
+ | \\ | ||
+ | | | ||
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