Categories
Last updated
Last updated
Categories allow you to organize you customers/ suppliers on an additional level.
You can create categories by going to:
ERPAG will offer you some predefined categories, such as standard, retailer, distributors, supplier... You can add additional categories by using the 'Add new' option.
For each of the categories you can define different terms of payment and opening any of the categories will give you a list of all the customers/suppliers that belong to that category.
You can add a category by choosing between the existing ones from the drop down menu within the customer/supplier.
Of course, you can always change it by choosing a different one.
Setting up categories can be very useful because with ERPAG, you can generate a sales report/purchase report based on categories (sales > sales by categories ; purchasing > purchasing by categories)
