Item Categories - A Framework
Item Categories are like a Framework on which Items sit upon. All Items must be part of a category to exist. The Categories you create can be very broad, e.g., Furniture. Or very narrow, e.g., Pembroke Table.
Giving the Categories you choose some thought, and keeping an organised structure makes it easier for Clients to find what they are interested in. The Categories you choose will be filtered by clients, therefore allowing them to find what they are looking for with ease.
SETTINGS > System Settings > Item Categories
Client Category Filter
How-To Add New Item Categories
Once logged in, head to Item Categories, within System Settings & click the + Add New Category button. Then fill in the form.
Item Categories Form
Item Categories Form Fields
| Form Field | Explanation |
|---|---|
| Title* | The name you wish for the Category. This name will be public facing as well as internal. |
| Details Template Labels | An optional field, that will add the labels you give, for when you want to capture specific information when Cataloguing. The information will display on both the Cataloguing Item page to those doing the Cataloguing, as well as on the Lot detail page, for Clients. |
| Measurement Template Labels | Also optional, & will add these labels you give, to both the cataloguing Item page, as well as to the Lot detail page for Clients. In the form of a pop-up for measurements. |
| Revenue Rate* & Expense Rate* | These determine the VAT that should be charged on the hammer of these Items. Revenue for Invoices, & Expense for Settlements. |
| Is Default | One of the Categories can be set as the Default. So when you create a new Item, it will automatically become part of the Default Category, unless a different one is chosen. |
| Is AML Regulated* | Select if the Category is Anti-Money Laundering Regulated. You will need to check official guidance or seek qualified advice, if unsure which categories are AML Regulated. |
More How-To Guides
Payment Methods - Add, Edit & Hide |
| You can Add your own Payment Methods within Snoofa, as well as Edit & Hide them. It is also possible to choose a default Payment Method, to encourage Clients to pay that way. See more here: Payment Methods - Add, Edit & Hide |
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