iMRCHNT automatically fills in or suggests an Accounting Category for new products based on several preset mappings and default values. These may come from imports (like Venstock data) or be set manually by users.

Core Sources of Accounting Category Data
There are three main mappings that define or influence Accounting Category assignment:
1.    Binding Mapping
o    Path: Tools > Options > Products > Binding Mapping
o    Match the Binding Code from Venstock to your iMRCHNT Binding Code.
o    This ensures consistency when importing titles with matching binding types.
2.    Department Category Mapping (BISAC Code)
o    Path: Tools > Options > Products > Department > Category Mapping
o    Enter the BISAC Code (from Venstock) and map it to your internal Department Category.
o    Through this Department Category, iMRCHNT links to:
▪    The Department Category Group
▪    The Accounting Category
▪    The Used Pricing Group
3.    Vendor Mapping
o    Path: Within the Vendor record → Vendor Properties → Vendor Mapping
o    Used to automatically match Publisher or Distributor prefixes, so imported products are linked to the correct vendor.

Fields Imported from Venstock
Venstock files typically supply the following:
•    Title/Description
•    ISBN
•    Author
•    Selling Price
•    Binding
•    Publication Date
•    BISAC Code
When the BISAC Code matches a defined Department Category, iMRCHNT uses that link to assign the corresponding Accounting Category, Department Group, and Used Pricing Group.

User-Level Default Settings
You can set default product values by user login, which are automatically applied during data entry or imports.
Path:Product Properties > Tools > Default Settings
Steps:
1.    Select Fields for Default Settings.
2.    Choose which fields you want to prefill (e.g., Department, Vendor, Accounting Category).
3.    Click Next, set your values, and confirm with Update Defaults.
These same defaults are also available during product imports through Import > Purchasing > Front List/PO Import.

Defaults in Import Tools
When importing a file:
•    TBO Defaults: Define quantities to use if the import file shows “0”.
•    Product Defaults: Define the Industry for newly added products.
•    Set Defaults for New Products: Choose standard values for any new items being added.
•    Use defaults when adding an item: When checked, iMRCHNT will apply your default values automatically.
•    Use retail $ as MSRP: When checked, the retail price will be treated as the MSRP.

Manual Department Category Mapping During Import
When mapping fields during the import process, you can manually select a Department Category.
•    If set, iMRCHNT applies the Accounting Category defined within that Department Category to all imported products.

Vendor-Specific Saved Formats
For recurring vendor imports, such as JPT Invoices:
•    Create and save a custom import format (e.g., “JPT Invoice”) for re-use.
•    Extract and map only the required fields from the vendor’s supplied file.
•    This ensures consistent Accounting Category mapping across repeated imports.