Groups

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Groups are a method of sorting Items, stock, contracts, and assets into meaningful groups to refine searches, etc. These do not necessarily have a basis in price level (but can also include that).

 

machine groups

 

Report level groups can be thought of as the way stock should be grouped in reports, price lists, on your website and the Stock Select screen.

 

Info

The default depth of the report levels used can be set under Tools > Options > Stock, as well as the default grouping – by report level or by vendor/region.

 

optionsstockgrouplevel

 

For example, in the above image there are 5 group levels (the maximum number of levels allowed). Once 5 group levels have been created, no more levels can be added.

 

grouplevels

 

Items, stock, contracts and assets can be easily grouped and sorted by dragging from one tree branch to another.

 

Info

The stock group management options allow to group stock by brand, then by price group, or by price group only.

 

Further information

Enable Contracts

General Ledger

Stock GL Groups

Job Types

Meter Types

Meter Types Setup

Meter Billing Stock

Managed Print Services

Asset

EKM Option

EKM Setups

Add Meter Stock

Contract Setups

Price Levels and Price Templates

Macros

Email Templates and Editor Rules

MPS Connectors Configuration

Status

Toner Stock