Sub Groups Setting

  • Last Created On Jun 17, 2023
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This data will be used for the Sub Group combo box 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 Purchase module 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:
       
      1. Subgroup code: Enter the code for the sub group.
      2. Subgroup name: Enter the name of the sub group.
      3. 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.
      4. Order: Enter the display order number. Sub groups with smaller numbers will appear at the top of the sub group dropdown list.
      5. 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.
      6. 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 Purchase module 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 Purchase module 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.

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