Grouping items

You can group your inventory items using 4 different constructs, namely:

• Stock Groups
• Stock Categories
• Stock Brand
• Stock Class

Assigning your inventory items to these groups is extremely beneficial for reporting purposes and makes your stock searches a lot easier as well. By grouping your inventory items you can for example determine which revenue streams are making the most money for you or easily check stock availability of an item that falls within a specific group.

How you use the groups is up to you, here is an example of how to do the grouping. Let's say you deal in air-conditioners, you could create the following groups:

• Stock Group: AIRCON
• Stock Category: IND (for indoor units)
• Stock Brand: SAMSUNG
• Stock Class:  12000BTU

Creating a stock group

Watch this video to see how to create a stock group or follow the steps below it.

Navigate to the correct window

1. Navigate to Inventory / Stock Groups and Categories / Stock Group Maintenance.

Create the stock group

1. Enter the stock group code in the Group text box.
2. Check that the following message box appears: The code does not exist - do you want to create it?
3. Click the Yes button.
4. Enter the group description in the Description text box.

Save the stock group

1. Click the Accept button.

Creating a stock category

Watch this video to see how to create a stock category or follow the steps below it.

Navigate to the correct window

1. Navigate to Inventory / Stock Groups and Categories / Stock Category Maintenance.

Create the stock category

1. Enter the stock category code in the Category text box.
2. Check that the following message box appears: The code does not exist - do you want to create it?
3. Click the Yes button.
4. Enter the category description in the Description text box.
5. Enter Y or N in the Price List text box to include or exclude this category on the price list.
6. Enter Y or N in the Web List text box to include this category on the web list.

Save the stock category

1. Click the Accept button.

Creating a stock brand

Watch this video to see how to create a stock brand or follow the steps below it.

Navigate to the correct window

1. Navigate to Inventory / Stock Groups and Categories / Stock Brand Maintenance.

Create the stock brand

1. Enter the stock brand code in the Brand text box.
2. Check that the following message box appears: The code does not exist - do you want to create it?
3. Click the Yes button.
4. Enter the brand description in the Description text box.

Save the stock brand

1. Click the Accept button.

Creating a stock class

Watch this video to see how to create a stock class or follow the steps below it.

Navigate to the correct window

1. Navigate to Inventory / Stock Groups and Categories / Stock Class Maintenance.

Create the stock class

1. Enter the stock class code in the Class text box.
2. Check that the following message box appears: The code does not exist - do you want to create it?
3. Click the Yes button.
4. Enter the class description in the Description text box.

Save the stock class

1. Click the Accept button.