How do I use the Item Classification Editor?

The Item Classification Editor (ICE) is an efficient way to make mess changes to groups, locations, or tax groups for items or recipes.

To Move a Single Item:

  1. Select "Group", "Location", or "Tax Group" from the "Options" drop-down list.
  2. The action in this step is dependent on which option you are working with:
    1. Group – select "Sales" or "Inventory" from the "Group Type" drop-down list.
    2. Tax Group – select "Product" or "Case Size" from the Product" or "Case-Size" drop-down list.
    3. Location – Check the "Retain Previous Location" box to keep the item or recipe in the previous location while adding a new location.
      NOTE: It is best to use this feature for Primary (P) locations only. Be careful to which are your Primary (P) and which are Secondary (S) locations.
  3. From the list on the the left, click the "≥" to expand the group, location, or tax group to see the associated items.
  4. Click on the item to edit and hold to drag the item onto the desired group, location, or tax group on the right.
  5. Release your left mouse button to place the item.

To Move Multiple Items:

  1. Follow steps 1 to 3 from the instructions above.
  2. To select multiple items, there are two ways to do so:
    1. Hold the SHIFT key down and click the first and last items to move. All items between those should be highlighted. Release the SHIFT key at this time.
    2. While holding the CTRL key down, click on each item to be moved. After all items to be moved are highlighted, release the control key.
  3. Drag the highlighted items to the desired group, location, or tax group on the right.
  4. Release your left mouse button to place the items.