This data will be used for the Sub Group combobox in Add/Edit Item page.
Add New Sub Group
To add a new sub group to your organization:
- Step 1. Go to Settings menu under Inventory from the left sidebar.
- Step 2. Select Sub Groups menu -> Click on the Add Sub Group button.
- Step 3. In the Add Sub group page, fill the following details:
- Subgroup code: Enter the code for the sub group.
- Subgroup name: Enter the name of the sub group.
- Group name: Double-click to select the Group Name. The group names are pulled from the Commodity Group setting. Only the commodity groups marked as Display will show in the Group Name column.
- Order: Enter the display order number. Sub groups with smaller numbers will appear at the top of the sub group dropdown list.
- Display: Check this box to make the sub group visible in the sub group dropdown list (used in the Items menu → Add/Edit Item form). Uncheck to hide the sub group.
- Note: Enter any additional notes if necessary.
- Step 4. Click Save button
Edit Sub Group
To edit the details of an existing sub group :
- Step 1. Go to Settings menu under Inventory from the left sidebar
- Step 2. Select Sub Groups menu -> Hover over the sub group to be edited and click Edit
- Step 3. Make the necessary changes and click Save button
Delete sub group
If a sub group is no longer operational, you can delete it. To delete a sub group:
- Step 1. Go to Settings menu under Inventory from the left sidebar
- Step 2. Select Sub Groups menu -> Hover over the sub group to be deleted and click Delete
- Step 3. Confirm your selection in the following pop-up. The sub group will be deleted.