Set up and manage item groups

Item groups can simplify stock counts, label printing, ordering and reporting.

  1. Click Inventory, then Items
  2. Search for item(s).
  3. Select the items(s) to add to the group.
  4. Right-click on one of the selected items.
  5. Click Add To Group > Create New Item Group.
  6. Enter a Name and Description.
  7. Click OK.
  8. Click Save and Close.
  1. Select one or more entity to add to the group.

    2. Use CTRLand SHIFT can to select more than a single item.

  2. Double-click one of the selected entities, then click Add To Group.
    • If the group has been accessed recently, it displays in the list. Simply click it to add the items. For example, Group Fred.
    • If the group has been accessed recently it will display in the list and you can simply click it to add the items (i.e. “Group Fred”).
    • If you selected the latter option (Add To Existing Group), you will then need to select the group and click OK.
  3. Click Save and Close.
  1. Click Assistants, then Group.
  2. Double-click to open the relevant group.

  3. Double-click and select Remove From Group.

  4. Click Yes to confirm.
  5. Click Save and Close.