Add a Group Item

Group Overview | Sell a Group Item | Edit a Group Item

Pro

Should I be using an assembly item instead?

To add and define a group item (at Headquarters only in multi-store):

1. Be sure all the items to be included in the group have been added to inventory individually.

2. Display your item list and then select Add.

3. Enter a descriptive name for the group in the Item Name field.

4. In the item Type field, select Group.

5. Specify a Department (required).

If the items included in the group come from more than one department, you may want to add a new department called Groups, or similar, to track and report the sale of group items.

6. Enter information for the group:

- You cannot enter quantity or cost information for a group. These values are not tracked for a group item.

- Optionally, enter a Regular Price for the group. If you do not enter a price now, it will be auto-filled as the sum of the group item prices upon saving the group. You can edit the group price later, if needed.

- Enter a unique UPC or Alternate Lookup for use in listing the group on receipts and other documents (the program-assigned Item # can also be used for this purpose).

- Enter information in other item fields as appropriate to define the group.

7. Click Save. The group item is added to your item list, and the details are automatically displayed.

8. Click the Group button next to the item Type field.

The Group Details window displays the information entered so far on the left of the window and the grid on the right is used to add the component items to the group.

View Example

9. Click Edit Group.

10. In the Scan or enter item information drop-down box, scan or type item information to search for the item to add..

    Use any of these methods to add items to the group:

    - Scan the bar code from the item tag.

    - Type the item's UPC, Item #, or alternate lookup value and press <Enter> Learn more about these item identifiers

    - Search by item name (beginning characters) or other item keyword. Just begin typing the name or keyword and a list of matching items is displayed. Select an item from the list by clicking it (keyboard users, press the down arrow key to scroll, then <Enter> to select). The selected item is added to the to the group with a quantity of 1.

    - If no matching item is found, check your spelling or the identifier you entered. Entering fewer characters will find more matches.

    - To see your entire item list, click the icon with no entry in the Add Item field. You can scroll through the list looking for the needed item.

    - Click Add New Item to Inventory if needed.

    Learn more about adding items to documents

11. Specify the quantity of the component item.

By default, each item is listed with a quantity of one. Click the Qty+ and Qty- button to quickly increase/decrease by one or click the Qty button to enter another number. Quantity is the only editable field for the component items.

12. Repeat to add all items in the group.

13. Select Save.

If no price was entered earlier, the group price automatically is set to equal the sum of the component item prices. If a price was previously entered, Point of Sale alerts you if the sum of the component item prices is different. Select OK to set the price to the sum of the component item prices or No to stay with the existing price.

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Notes:

- Only Headquarters can define group items, but all stores can sell group items (or list on other documents).

- Once defined, you can enter all the items included in a group on a sales receipt or other document by entering the group identifier (UPC, Alternate Lookup, or Item #).

- A group item cannot be a component of a second group. All other item types are allowed in a group.

- The component items are displayed on the group item form for reference.

Related Topics

Using assembly items

Inventory overview