To Add an Item/Product Group
From the Upper Menu, click Setup | Item/Product Groups.
Click Add.
Enter a Group Description. See Item/Product Group Information descriptions below.
Select the Type – This can be a Salks Group, Inventory Gpoup or Both.
Select a Sales Category.
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.