Knowledge Base

Item Group

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  • February 7, 2024

Item Group

An Item Group is a way to classify items based on types.

Based on the nature of the product, you can classify an item into its appropriate category. For service-oriented products, assign them to the “Service” Item Group. For products utilized as raw materials, categorize them under the Raw Material classification. If an item is solely for trading purposes, place it within the “Trading” Item Group.

To access the Item Group list, go to: > Home > Stock > Items and Pricing > Item Group

1. How to create an Item Group

  1. Go to the Item Group list, click on New.
  2. Select a group node under which you wish to create the Item Group, the default root is ‘All Item Groups’.
  3. Select ‘Add Child’ or click on the New button.
  4. To make this child a category/group node, tick on Group Node.
  5. Click on Create New.

1.2 Delete an Item Group

  1. Select the Item Group you want to delete.
  2. Select ‘Delete’.
  3. Click on Yes.

2. Features

To see the following options, click on an Item Group, click on Edit.

2.1 Parent Item Group

You can change the parent Item Group of an item by choosing another one under General Settings.

2.2 Defaults

  • Default Price List: The primary price list that will dictate the item prices for this Item Group.
  • Default Warehouse: The default warehouse designated for transactions involving items within this group.
  • Default Buying/Selling Cost Center: The default buying/selling cost center against which items in this group will be invoiced.
  • Default Expense/Income Account: The default accounts assigned to items within this group for expenses or income.
  • Default Supplier: By specifying a supplier here, this supplier will be automatically selected in purchase transactions for items within this group.

2.3 Item Tax

A default item tax template will be applied to all items belonging to this group. Similarly, a Tax Category can also be selected, visit Quotation to know more about Tax Categories.

2.4 Website Settings

  • Show in Website: Determines whether items within this group will be displayed on your website under the Item Group section.
  • Weightage: Assigns a weight to the Item Group itself; groups with higher weights will be prioritized and shown first.
  • Slideshow: Allows for a slideshow feature to be enabled for the Item Group, similar to individual items.
  • Description: Provides a description that will be displayed on the Item Group page.
  • Website Specifications: Includes label and description specifications for the item group on the website.
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