Create & Edit Categories and Floorplans (A, G, C)

Create & Edit Categories and Floorplans (A, G, C)

Create & Edit Categories and Floorplans (A, G, C)

Within Buy Force Live, Categories and Floorplans are essential tools for product management and stocktaking.
Products can be assigned both a Category and or a Floorplan.  

 

Categories:

·      Purpose: Categories are used to organise and group products logically within your inventory.

·      Function: They help differentiate items into meaningful groups, making it easier to report on and manage products.

·      Example: Create a category called "Butcher - Poultry". This allows you to catalogue all chicken products from your butcher together.

 

Floorplans:

·      Purpose: Floorplans define the physical locations where stock is stored and counted during stocktakes.

·      Function: Floorplans segment your stocktake count sheets into logical sections to ensure accurate counts and better stock management.

·      Example: Assign products to a floorplan called "Main Cold Room", indicating that these items are physically located in that space. During stocktake, the system will expect these products to be counted in that specific location.

 

Note: Creating a category automatically generates a corresponding floorplan with the same name and vice versa. Any name edits made will also edit the corresponding duplicate (deleting one will not delete its duplicate).

 

Creating Categories: 

1)       From your homepage, navigate to Ordering -> Templates -> Categories and Floorplans.  

2)        Select Add new Template Category. 

3)        Enter the new Category Name and select Save. 

      o   You can edit the name of an existing category using the EDIT action on the right.

 

Creating Floorplans: 

Floorplans are automatically generated as a duplicate when a category is created.  To manage, edit, and create new floorplans:

1)        From your login homepage, select Stocktake® Manage Stocktake Floorplan. 

2)        To add a new floorplan location, select Add new Floor plan from the top left. 

3)        Name the floorplan, select Stocktake Type, and if you want to See Received qty in your stocktakes (if enabled by your admin).

4)        Select Save. 

    • Related Articles

    • Create Order Templates (A, G, A)

      Create Order Template (A, G, C): Creating an Order Template allows you to quickly save and organise your favourite products from a supplier’s full catalogue into a single, consolidated order sheet. Order templates help you save time by eliminating ...

    • Edit Order Templates (A, G, C)

      Edit Order Templates (A, G, C) Editing your Order Template allows you to: · Add/remove products · Edit assigned accounts · Edit product categories · Edit the template department · Edit par levels · Rename the template You can edit your Order by ...

    • Place Order from Template (A, G, C)

      Place Order from Template (A, G, C) 1) From your homepage, navigate to Ordering -> Orders -> New Order. Or select Place Order from your shortcut bar (if enabled). 2) Use the dropdown menu under 'Order by Template' to select the supplier template you ...

    • Record Order (A, G, C)

      Record Order (A, G, C) Record order enables you to record orders into your system that have already occurred. Record Order does not send a purchase order to the supplier. Record Order is most popular for capturing: Invoices for standing deliveries ...

    • Creating a Scheduled Order (A, G, C)

      Creating a Scheduled Order (A, G, C) You can easily create a new Scheduled Order by following the steps below: 1) From your home page, select Ordering -> Scheduled Orders 2) Select Create Scheduled Order 3) Choose the Template you wish to order from ...