How do I set up Inventory Groups

Each inventory item will need to be assigned an inventory group. These provide greater detail and filter capabilities for information and reports.

To Add, Delete, or Edit Inventory Groups:

  1. Click "Settings" (upper left corner)
  2. Choose "Setup"
  3. Select "Inventory Groups"
  4. Select an existing group to edit or click "Delete". To create a new group, click "Add".
  5. Enter the details as below.
  6. Click "Save"
Field Details
Group Description Enter the name of the inventory group.

Sales Category

Indicate the sales category from the drop-down list in which this group belongs.

Select the account form the drop-down list.

NOTE: Once the general ledger (GL) account is assigned, when an item is selected to this group, the purchases will be credited to that account.

NOTE: If an inventory group has items assigned to it, you will NOT be allowed to delete it. You must remove the items form the category first and then delete.