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Coworking:Product Category

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Contents

Introduction

Similar products can be grouped into different categories which must be created with the aim of helping their management and analysis.

You may want to group similar products within the same category in order to get procurement and sales information summarized by each category.

Above is possible, due to the fact that "Product Group" is one of the "Dimensions" of Purchase and Sales Reports.
To learn more visit Procurement Analysis Tools and Sales Analysis Tools

Besides, each product category allows you to setup a different set of ledger accounts to be used while posting product related transactions such as purchase and sales invoices.
To learn more, visit Accounting tab below.

Product Category

Product category window allows you to create and configure every product group your company may need.

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As shown in the image above, the creation of a product category requires to enter below listed information for each category:

Product categories can be arranged into a hierarchical structure, which can be later on exploited by other reports or processes. For more information about how to work with trees visit the Tree structure chapter inside the Common Concepts & Processes article.

Accounting

Each product category allows you to configure a different set of ledger accounts.

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There is a set of product related accounts which needs to be properly setup for the organization's general ledger configuration.

The "Copy Accounts" process of the Defaults tab of the General Ledger Configuration screen allows to automatically populate at least the mandatory ones shown in the image above.
The accounts automatically defaulted by Openbravo can always be changed if required.

The whole list of product related accounts is:

This account is typically an asset account

The "Copy Accounts" action button allows to copy the accounts defaulted in this window to the Product Accounting tab.

Assigned Products

Assigned products is a view of the all the products which belong to a product category.

As a side note not real products such as discount products should belong to a specific product group, named by example "Others", as a way of keeping them isolated from the real ones.
To learn more about discount products visit Discount.



Full list of Product Category window fields and their descriptions is available in the Product Category Screen Reference.

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