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🏷️ MFG & CAT Code Setup

🏷️ MFG & CAT Code Setup

In e-manage|ONE’s latest update (Version 10040), we’ve updated the terminology in the code setup to better align with commonly used industry specification tools.

  • Vendor Ref Code is now labeled Vendor MFG Code

  • Vendor MFG Code is now labeled Vendor CAT Code

If you have a saved grid layout in the Bill of Materials module, we recommend right-clicking the column headers to manually update the column names for consistency. We will be updating the default column names in a future release to reflect these changes system-wide.

Every manufacturer includes one pre-configured Manufacturer Code and often hundreds of pre-configured Catalogue Codes.

In e-manage|ONE, you only need to set up the MFG Code if your manufacturer is apart of a catalogue in your specification tool. Once that’s in place, any catalogued parts imported into the system will automatically populate the applicable CAT Code.

You only need to manually set up a CAT Code if you are working with non-catalogued parts (example: Wayfair, Amazon, any internal labor or design parts you want to import into e-manage from a SIF/XML file, etc.)

📌 MFG Codes

To set up a MFG Code for each manufacturer you may order from, follow these steps:

1. Navigate to:

Tools > Configure > Vendor MFG Codes

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2. On the "Create New" tab:

Select either Project Spec or 20/20 Worksheet, depending on how you'll be importing.

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3. Select the Manufacturer

Once selected, the MFG Code will auto-populate in the right panel.

  • The Manufacturer dropdown should auto-fill as well but can be adjusted.

  • This value will show on your customer quote if the "Show MFG" setting is enabled.

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4. Complete the Form

  • Fill in the remaining dropdowns.

  • Optional but recommended: Set your lowest available discount from the manufacturer. This acts as a safety net and starting position for margins—if a deeper discount is applied, your margin increases.

  • Select Save.

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All MFG Codes you’ve created will be removed automatically from the Create New tab and appear under the Edit Existing tab for future updates.

🛠️ CAT Codes (Vendor Product Codes)

You typically only need to set up CAT Codes if:

  • The manufacturer was not listed in the Vendor Ref Code setup.

  • You're working with non-catalogued parts.

  • You need to manually update discounts for specific MFG Codes.

Note: As you import parts into the BOM that have a MFG Code setup, e-manage|ONE will automatically add the associated CAT Codes to your list.

To Manually Add a CAT Code:

  1. Go to: Tools > Configure > Vendor CAT Codes

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  1. Click New > Fill in CAT Code

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  1. Fill in the following:

    • UOM

    • Product Type (reminder: this affects the back-end accounting)

    • Category (reminder: this affects taxable vs. non-taxable application)

    • Vendor

    • Manufacturer (free-form text field)

    • MFG Discount (reccommendation: set to lowest applicable discount)

    • MFG Code (should match the MFG Code unless you are setting up a catalogued MFG)

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  1. Click Save

You can double-click on any existing MFG Code in the list to edit its details.

🧠 Summary

  • Set up MFG Codes for catalogued vendors.

  • Only set up CAT Codes for non-catalogued or custom needs.

  • Let the system auto-populate codes during part imports for catalogued items.