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Adding a category is not without any accounting program and therefore helps you OrchidaERP Accounts Program From adding a category through a simple interface that includes all item details with ease and flexibility.

We all know that if we want to work on an accounting system, it is necessary to add a category in the program until it is started to work on it. Therefore, the system allows you to add the items by importing from the Excel file all the items once instead of adding each item individually. Save time and effort.

How do I add a category to the OrchidaERP Accounts program?

Follow these steps so I can add a category:

From the Select Stores menu, then "Define Categories" will show a screen that identifies the items that were previously defined. Pressing the "Add" button will show the category definition screen. When we look at the screen, we find it divided into sections for easy and fast input of the class data, as shown in the screen sections as follows:

Item data

For each type of data and details, which are the basic data of the category and in this section add a category by registering the following data in this section such as:

Code: It is a code that is automatically applied to the category and can be modified.

Verbatim Code: is a code that is written in letters and numbers. If you use a code for your items, you use letters and numbers

Product Name: The name of the product is registered and if it has a name or description in English it is registered in a foreign name

We also have several fields that enable us to classify and classify items at more than one level (eg, section - type - classification 1 - classification 2)

You can also add bar code to the class if you work in one unit and also features multiple levels of barcodes in different units

Redemption limit: When the item reaches that limit, an alert appears that the order has been reached to be requested

Branches: If the variety is for a specific branch.

Stores: If the item is designated for a specific store.

Degree of Confidentiality: If the degree of confidentiality of the user is less than the degree of confidentiality of the class, this category shall not appear.

Inactive Category: Does not appear when movements work.

General Accounts: Used in the Accounts tree.

Other data

OrchidaERP accounts software provides other data for the category through which you can describe the category more, not only that, but change it with the name you want easily and here we can answer the question that is in the minds of many customers:

Can I add new fields to describe the category?

The answer will be Yeah OrchidaERP accounts program provides this with ease and flexibility, the user may need to private fields to describe the class calls himself, and for this purpose we added general fields can be renamed:

(Statement 1 - statement 2 - statement 3 - statement 4 - statement 5 - statement 6 - classification 1 - classification 2) as shown in the form:

Let us give an example of further clarification:


When you reopen the product definition screen, another data section will appear as shown in the figure:


For example Car Trading Est. You need to define the item to (car model - chassis number - car brand),Let's assume that we want to change the following field names:

Field (statement 1) to (car model)
The field (statement 2) to (chassis number)
And the field (statement 3) to (car brand),

To do this you do the following:
From the menu select "Settings" then "Options" will appear in the settings screen shown in the form select the group of items and enter the field names to be changed as shown in Figure:

OrchidaERP accounts software also supports the following:

Validity date: such as pharmaceutical and food companies, it is necessary to determine the validity date for each movement on these items such as selling, buying and inventory of those items

SIRAL: Like electronics companies, there is a surreal for every device in the store

Bach: Expresses the pricing policy for items in the store

Size: such as dress, shoes etc. Need different size

Color: such as clothing, shoes, etc. Need different colors

When you open the program at the beginning, the BIOS options, the validity date, the BIOS, the patch, the size, and the colors are not activated

Therefore, the settings in the OrchidaERP accounts program are set to work on the date of validity, order, batches, sizes and colors as follows:

From the menu select "Settings" and then "Options" appears and the Settings screen appears in the item group you will find the options shown in the form. Type "Yes" on the property you need to work to open the options of this feature in the program and be able to work it.

Some customers wonder why "has a date of validity - has a surreal - him patch" of the label of the class despite the activation of the settings?

Activating the choice of settings in the settings, for example, does not mean that all items in the stores have become operational. But the selection of the serials must also be activated in the definition of the category to be associated with this property, and therefore it is possible to find a group of classes that work by serial and others that operate on the date of validity and another set free from any system ...

And here comes a very important question that is in the minds of many customers and users of the OrchidaERP accounts program

What is the difference between Cyrus and Apache?

The Patch

Pitch usually distinguishes quantity from a class stored for another quantity of the same category found in the same store. For example, because the initial quantity was purchased at a price different from the second quantity, we may want to sell them at a different price, or to know the remaining balance in the store of each quantity separately.

The serial

A field consists of numbers and letters, and the batches consist of numbers only. In general, the system is used in the case that the brand buys each unit of it with a specific serial, and is sold later with the same serial number. That is, the system distinguishes every piece of the store from a category.

As it also may be mixed with some of the order between the serial and the barcode. In general, the difference between them is clear, the barcodes are fixed for the type, and the rules are variable for each unit of the class

To illustrate the situation in more detail, we present the following examples:

First: BACH is used in stock pricing policy:

We will assume that we have purchased a particular item twice as in the table:

the value









The Patch






The question now is when we sell from this category we will withdraw from any quantity. (5) or the quantity that was the price (6). Based on this decision, the remaining quantities will be priced. To find out how the OrchidaERP accounts program performs this process in pricing, follow the following:

If we return to the product definition screen, we will find that when the "Patch" option is opened, other options will be activated with it: the sale (less patch / bigger patch)

If we choose to sell with a lower batch, this means that the first item of this kind is paid first
"If we choose to sell with the largest batches, this means that the last item of this type is paid first and so on

IMPORTANT NOTE: When the program is not activated, all items will enter the store with Patch No. (1)

Second: the pricing policy of one bat of the class:

If we purchase a category several times at different prices with the same number of batches as in the following table:

the value












The Patch








The price of the store of this batches shall be according to the pricing policy of the bach for this category, which is specified in the identification card of this category as follows:

Inventory price per unit




50+35+90      = 9.72


Pricing Policy

The biggest price policy

Lowest price policy

Last price policy

Average Price Policy

Prices of the product

The advantage of OrchidaERP accounts program is that it provides a special section at the prices of the item through which it can control the units of the item and selling prices, which are more than 5 prices for each item and control also the purchase prices and transfers and discounts for each item

Class Units: When dealing with the OrchidaERP accounts program, one unit is handled. The OrchidaERP accounts program has multiple units, ie, dealing with one item in several units. This can be illustrated by the following illustration of how to activate and handle multiple units


An example of a class with two units that do not have any relationship (such as textile trade institutions, etc.)

As in the type of cloth sold in meters and clothes, and the length of each dress is variable meters. Here there is no specific relationship between the dress and the meter, and here the unit of dress is an archival unit to inventory the store only, and do not enter into any calculations, and the relation of the meter: the dress is one: zero as shown in Figure


An example of a category with two units (including a food trade organization etc.)

In the "Category Definition" screen in the "Prices" section of the first unit, we write "Carton" and in the second unit (partial) we write a "piece" and write the relationship between the carton and the piece in the standard and write the selling price as shown in Figure

And we choose the main unit type "kelly" - any carton. Then we enter the purchase price


Adjust the settings to deal with two units by entering the "settings" set of "categories", write the word "total" with "column number 1", and write "partial" with the "column number 2" as:

Prices and discount rates:

Six prices can be defined for sale (from 1 to 6)

The possibility of identifying five types of discount sale (discount wholesale - half sentence - consumer - two pieces discount)

Easy to define one purchase price

Four discounts can be defined for purchase (two buy credits - two discount pieces)

These prices and discounts can be used when defining the customer. We will choose the type of sale discount, the type of selling price we deal with the customer and the purchase and purchase invoices (as we shall see later)

Commissions for the category

Commission commissions:

The OrchidaERP accounts program contains the commission section. This section enables you to control the percentage of the delegate and the commission of the delegate that affect the delegate's commission report (as will be explained later)

The percentage of the representative is a percentage of the price of the sale of the item in the invoice, and the commission of the delegate is a fixed value to the representative of each item sold from this category

sales tax:

This section also contains sales taxes, which is a percentage of the selling price of the item with the sales invoice and added to the invoice as we will see later in the explanation of the sales invoices.

Customer and Supplier Incentives:

This section also contains incentives for customers and suppliers.

Components of the product

The OrchidaERP accounts program features a class component section to identify the item and is used in the case of installation or dismantling of a class

Example: a company for packing dates:

This property is used with a Class Order Command. For example, a date-packing company buys dates in mobile phones and sells it in bags of each bag weighing five kilograms. Therefore, we will need to define two categories in the OrrchidaERP accounts program:

»First category (raw dates): It is the type we buy

»The second category (bag of balah 5 kg): which we sell

As shown in the following table:

selling price



Purchasing price






Product Name

Raw mulch

Bag of 5 kg




After the definition of the items we identify the components that are included in building the unit of the composite category as follows:

»Enter the product definition (bag of 5 kg)

»We enter the components of the category and we enter the components of raw dates

As shown below:

Here, OrchidERP account users ask how we will buy a brand and then sell another. Of course, in this case, the stock balance will be broken and therefore the balance of the first item must be transferred to the balance of the item that has been filled. Which we will see later in the "Order Installation Class"

Image of the item

The OrchidaERP account software features a special section for the image of the category. You can easily add or delete the image to the category as shown in the form:

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