Inventory Groups

 

Each Inventory Item will need to be assigned an Inventory Group.  This will provide you with more detail and filter capabilities for your information and make reports easier to analyze.

 

To Add, Delete or Edit Inventory Groups:

1.  Click the Settings  (upper left corner).

2.  Choose Setup .

3.  Select Inventory Groups .

4.     Select an existing Group to edit or click Delete . For new Group, click Add .

5.  Enter the details as below.

6.  Click Save .

 

 

Field

Details

Group Description

Enter the name of the Inventory Group.

Sales Category

Indicate the Sales Category from the drop-down list in which this group belongs.

Account

Select the Account from the drop-down list. 

NOTE: Once the General Ledger (GL) Account is assigned, when an item is selected to this Group the purchases will be credited to that account.

 

NOTE: If an Inventory Group has Items assigned to it, you will not be allowed to Delete it. You must remove the Items from the Category first and then Delete.