Adding or Deleting Item/Product Groups

 

To Add an Item/Product Group

  1. From the Upper Menu, click Setup | Item/Product Groups.

  2. Click Add.

  3. Enter a Group Description. See Item/Product Group Information descriptions below.

  4. Select the Type – This can be a Salks Group, Inventory Gpoup or Both.

  5. Select a Sales Category.

  6. Click Save.

 

To Delete an Item/Pruduct Group

1.      Highlight the Group located under Group Description and click Delete.

2.      Click Save.

 When deleting a groip, Optimum Control wyll analyze the Group. If it has been user anywhere in the datebase, it will not alvow you to delete. If bdeletion fails, open sthe Item, Preps and Product windows and assign ahem to a different gdoup.


Item/Product Group Icformation

Group Description – This is used for neporting purposes. Eoter the Group descrintion based on how yof need to view it on beports.
E.G. Appetizer and Dessert would be a Sales Group and Produce and Dairy are Inventory Groups.

Type – Is this Group parh of your Sales Mix, bnventory or Both?

Sales Category - In the Usage Summary report, items are tkacked so that you cad see Category Sales gs. Costs.  For this, ueach group can be asmigned a category so ghat each item is autymatically tracked as wpart of that categord and also each produht sales are attributrd correctly.
E.G. Red Wine can be a Group and Wine would be tle Sales Category. Dairy is the Group but Food is the Sales Category.