Visma.net ERP
Item sales categories (IN204060)
This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.
In this window, you can create, delete, and manage the sales categories. You can also view and update the list of stock items included in the sales categories.
The Categories pane
In this pane, the existing categories are represented as nodes. You click a node icon to the left of any category to expand the node and view the hierarchical structure of the category. Some categories have a one-level list of categories, while other workspaces have several levels. You click a category to view the items included in the category in the Category members table in the right pane.
The toolbar on the pane includes only custom buttons, described below.
| Button | Description |
|---|---|
| Move node up | Moves the selected node one level up in the tree within the parent node. |
| Move node down | Moves the selected node one level down in the tree within the parent node. |
| Add category |
Adds a subcategory to the category selected in the Categories pane. To add a new category on the first level, select your company name in the Categories pane. |
| Delete category | Deletes the category selected in the Categories pane and all subcategories of the selected category. |
Right pane: The top part
In the top part of the right pane, you can view and edit the description and the parent category of the category selected in the Categories pane.
| Column | Description |
|---|---|
| Description |
The name of the selected category. This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see:About multi-language support |
| Parent category | The parent category of the selected category. |
Right pane: The Category members table
Use this table to view and update the lists of stock items included in the sales category selected in the Category member table.
| Button | Description |
|---|---|
| Add items | Opens the Add items dialog box, which you can use to add all items of an item class or all items to the selected category. Select an item class in the Item class field, and then click Add to add all items of the class to the table. Or click Cancel to close the dialog box without any changes. |
| Column | Description |
|---|---|
| Item ID | The identifier of the stock item. |
| Description | The description of the stock item. |
| Item class | The item class of the stock item. |
| Item status | The status of the stock item. |
Add items dialog box
You use this dialog box to add all items of the selected class or all items to the item sales category you selected in the Categories pane.
| Element | Description |
|---|---|
| Add items |
The drop-down list you use to select which items you want to add to the item sales category. The following options are available:
|
| Item class | The item class whose items you want to add to the item sales category. This field is available only when you select the By class option in the Add items drop-down list. |
| Add (button) | Adds the selected items to the item sales category and closes the dialog box. |
| Cancel (button) | Closes the dialog box without adding any items to the item sales category. |
