Item Groups provide an alternate means for sorting Items into
categories. The advantage to Item Groups is that a single Item may belong to
multiple Item Groups. This is in contrast to Class Codes and Product
Categories, in that single Items may belong to only one of each of these
categories. To access the master list of Item Groups, select the "Items
Groups" option. The following screen will appear:
The "Item Groups" screen displays an alphabetical list of all existing
Item Groups and their description.
To the far right of the list, the following buttons are
available:
- CLOSE
Closes the screen, returning you to the application
desktop.
- NEW
Opens screen for creating a new Item Group.
- EDIT
Enables you to edit highlighted Item Groups. The edit screen is
the same as that for creating a new Item Group—except that when
editing, the fields will contain Item Group information.
Double-clicking on an Item Group will also bring you to the editing
screen.
- VIEW
Highlight an Item Group and then select this button to reach a
read-only view of the "Edit" screen.
- DELETE
Highlight an Item Group and then select this button to remove
the Class Code from the list.
To create a new Item Group, select the NEW button. The
following screen will appear:
When creating a new Item Group, you are presented with the following
options:
- Name
Enter a unique name for the Item Group.
- Description
Enter a description to further identify the Item Group.
- Member Items
Display lists member Items of the Item Group.
To the far right of the list, the following buttons are
available:
- SAVE
Creates the Item Group and adds it to the master list of Item
Groups.
- CLOSE
Closes the screen, returning you to the application
desktop.
- NEW
Opens a searchable Item list. Select an Item from the list to
have the Item added to the Item Group
- DELETE
Highlight an Item Group and then select this button to remove
the Item Group from the list.
