User`s guide

Furniture Wizard User’s Guide
So the key to setting up categories is thinking about what kind of inventory items you have in your
store, and thinking about how you want to see that inventory grouped in reports. Specifically you
may want to review your existing inventory reports and analyzing the groupings.
Type/Size
Type/Size is used as a further sub-categorization of category. For example, if Bedroom is a
category, Chest could be used as a type/size. This way you could run reports and sort information
on Bedroom Chests of all varieties. Using our store Wizard’s Home Furnishings as an example,
let’s take a look at how they first started out and why they may want to correct their organization.
Wizard’s Home Furnishings set up the category “bedroom.” Then under Type/Size they set up “5-
drawer chest,” “4-drawer chest,” Hi-Boy Chest.” The problem came when they wanted to run a
report on all bedroom chests -–there was no way to isolate just bedroom chests (if they used
“bedroom” as the category they would get chests, dressers, headboards, etc.).
What should they have done? Use the description field to provide additional details on the
Type/Size. Type/Size would be “chest” and the description field could contain the 5-drawer or 4-
drawer comment. This way they could run reports on Bedroom and Chest.
Description
The Description field is created when you add a new Inventory item by concatenating the Model,
Type/Size, dimensions, and Cover/Finish fields. This is considered the default description. You
may add additional information to the end of the default description (as in the discussion about
Type/Size) to help clarify and categorize items. The Description field will appear in Invoices,
Purchase Orders, Transfer Orders, Service Documents and Furniture
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