Add a Category Manager

Before you can associate a category manager with an item, you must first add the category manager in the Administration application.

Note:  The Last Name, First Name, and E-Mail fields are used to search for the Item & Cost users that you wish to set up as category managers.  

If you are a Prescient Security Administrator

Follow these steps:

Open the Administration window and add the category manager

  1. From the navigation bar at the top of the Item & Cost window, select Administration and click Go.

  2. Click Manage Buyers.  

  3. Click Add to create a new category manager.

  4. Enter a Category Manager Number.  This number will be used to reference your category manager in transactions with your trading partner.

  5. The category manager option defaults to No Contact, which means that the category manager number is not associated with an individual.  If you wish to assign a Person to the category manager number, perform the following steps.

    1. Change the selection to Person.

    2. Enter search criteria.  You can enter the first part of the Last Name, First Name, or the user’s E-Mail address.  Follow your entry with an asterisk (wild card).

    3. Click Find to display the users.

    4. Select the user to set up as a category manager.

  1. Click Save to complete the process.  The category manager can now be associated with items.

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