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Entering an Item Group

You can work with Item Groups using the Item Group register in the Sales Ledger or the Item Groups setting in the Pricing and Job Costing modules.

To open the Item Group register, first ensure you are in the Sales Ledger or in the Pricing or Job Costing modules. Then, if you are using Windows or Mac OS X, click the [Registers] button (Sales Ledger) or the [Settings] button (Pricing and Job Costing modules) in the Navigation Centre and double-click 'Item Groups' in the resulting list. If you are using iOS or Android, tap the [Registers] button in the Navigation Centre (Sales Ledger) or select 'Settings' from the Tools menu (with 'wrench' icon, Pricing and Job Costing modules) and then tap 'Item Groups' in the resulting list.

Alternatively, if you are in the Pricing or Job Costing modules, click or tap the [Settings] button in the Navigation Centre and double-click or tap 'Item Groups' in the subsequent list.

To enter a new Item Group, select 'New ' from the Create menu (Windows/Mac OS X) or the + menu (iOS/Android). You can also use the Ctrl-N (Windows) or ⌘-N (Mac OS X) keyboard shortcut. Alternatively, highlight an Item Group similar to the one you want to enter and select 'Duplicate' from the same menu. If you don't want to open the 'Item Groups: Browse' window before creating a new record, you can also use the + menu in the Navigation Centre (all platforms).

Complete the Item Group record as appropriate, then save it using the [Save] button (Windows/Mac OS X) or by tapping √ (iOS/Android) and close the window by clicking the close box (Windows/Mac OS X) or by tapping < (iOS/Android). Then, close the browse window using the close box or < again.

Since the amount of information stored about each Item Group will not fit on a single screen, the Item Group window has been divided into six cards (if you have access to the BI module, there will be seven cards). At the top of each is the header. This contains the Item Group Number, Name and Class. Types fields. There are six (or seven) named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Item Group you are working with.

If you are using iOS or Android, there will only be two tabs, marked 'Items' and 'Details'. If you tap 'Details', you will see all cards except 'Items' arranged vertically on screen. You can scroll down to see each one, or you can jump to any card by tapping on any tab and selecting the tab you want to go to.

Please follow the links below for descriptions of each card in the Item Group register: