Category - Allocation Defaults

Category - Allocation Defaults

Allocation Defaults can be set for each Category in your Catalog.  The following product fields are what we consider Allocations:
  1. Ledger Accounts - accounting
  2. Cost Centers - accounting
  3. Budgets - purchasing
  4. Issue Departments - inventory control
  5. Reporting Groups - reporting
We added this option so that when new Products are added to your Catalog(s) in Clixon, either manually or from one of our available Vendor Catalogs, the aforementioned fields will be automatically populated for you, as soon as you assign the product a Category.  This saves a lot of time and potential misses by staff when adding New Products to your Catalog.

To locate the Allocation Defaults by Category go to:  Setup Information > Product Related > Categories & Sub-Categories > choose a Category


Allocation Defaults by Category

There are 2 different ways to update your Allocation Defaults for each Category:
  1. The first is to go to the Categories & Sub-Categories page and then use the Mass Update option.
    1. Simple tick the Box(s) to the left of any Categories that need to have the "same" Allocation Default or Defaults.
    2. From the Mass Update Allocation Defaults page you will simply make the change to any fields you need to update.
    3. Then click Save to update those Defaults for your selected Categories.
  2. The second is to simply click on any Category to open the Edit Category page.
    1. Then you can simply change/update any of the Allocation Defaults listed at the top of the page and then Save.
Remember  -  Allocation Defaults are just that "Defaults", you can still choose to set the allocations when creating new Products, or go directly to any existing Product or group of Products and change these Allocation to be different than the "Categories" associated "Allocation Defaults" which may be pre-set on your products, such as: Category Default (General Supplies)
  1. To do this simply click into the Product profile from most anywhere and update any of these fields to be different than its assigned Category allocation default.
  2. From the "Corporate or My Catalog" page, or from a Cart or Order, you are able to Mass Update these fields for a group of similar products.
    1. Filter to the group of product you need, then tick the box(s) on the left and choose the Batch Options menu then Mass Update Products.
    2. From the Mass Update page you will choose the 'Allocations' tab, and populate any fields necessary, then click Apply Changes.
    3. This will update the fields you edited for all of the Products you selected from the "My Catalog" page.

More information about each Allocation

Help Article links for each Allocation:
  1. Ledger Accounts
  2. Cost Centers
  3. Budgets
  4. Issue Departments
  5. Reporting Groups


Cascade affect when 'Changing an Allocation Default' for a Category

When you update or change an Allocation Default for any Category, such as the Ledger Account, a few things will happen:
  1. If you do this at the Corporate level, that same Allocation Default will be set for the matching Category at the Company level(s), (But Only If) the Allocation Defaults were the same before you made the change.
  2. Also, the Products at the Corporate and/or Company levels will also reflect this new Category Allocation Default, (But Only If) they had been set with the previous Category Allocation Default before you made the change.
  3. So if a Category's Allocation Default at the Company level was different than the Corporate level, it would not be updated or changed, and the same would go for any Products at the Corporate or Company levels within that Category.

To make sure your Products have the appropriate Allocations, especially after making changes, it is best to do the following:
    1. Go into your Corporate Catalog or My Catalog (if you are a single practice)
    2. Filter your catalog by the Category or Categories that you made Allocation changes to, one at a time.
    3. Then select every Product page by page (there are 30/page) using the left tick Boxes and then use the Mass Update option, found in the Batch Options menu, to change the Allocation(s).
For example: 
If you changed the Ledger Account for the Category  Surgical Products from Dental Supplies to Medical Supplies you would follow Steps 1-3 and update each Page of products until every Product that was assigned the Category Surgical Products was updated to the Ledger Account Medical Supplies.

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