List a Group Item on a Document

Group Item Overview | List Items on Documents

Once defined in inventory, a group item can be listed on any document except adjustment memos, though typically they are listed on sales receipts and customer orders to sell a collection of items and/or services, optionally at a discounted price.

To list a group item on a document:

• Follow normal item listing procedures, scanning or entering the group item identifier, rather than the individual item identifiers.

Listing the group item on a document adds all of the items included in the group to the document. This example shows a group (baseball package) listed on a sales receipt.

Notes:

• The group item is at the top of the list in bold type, while the component items are displayed in contrasting row colors for easy identification.

• The quantity of each item in the group and the group price is pulled from inventory. The price of each component item is proportionally discounted so that the sum of extended item prices equals the group price.

• Editing the quantity of the group proportionally changes the respective quantities of the included items. Deleting the group item, deletes all component items.

• You can edit the individual group items on the receipt in the normal fashion; to change quantity, price, give additional discounts, etc. Editing a component item does not trigger a recalculation of other items to maintain the group price.

• The printed sales receipt can include the group price only, the individual item prices only (default), or both group and item prices. Set this preference on the Sales page of company preferences.

• You can list additional unrelated items on the same receipt, as necessary.