174 lines
10 KiB
HTML
174 lines
10 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Add a Group Item</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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span.hcp2 { font-weight:bold; }
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font.hcp3 { font-weight:bold; }
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img.hcp4 { border:none; }
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font.hcp5 { font-weight:bold;
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font-style:italic; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Add a Group Item</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="inv_item_groups.htm">Group Overview</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/basic_listingitemgroup.htm">Sell a Group Item</a> <span class="hcp1">|</span> <a href="inv_edit_group.htm">Edit a Group Item</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text"><a href="inven_assembly_vs_group.htm">Should I be using an assembly item instead?</a></p>
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<p class="Help-Info-Line">To add and define a group item (at Headquarters only in multi-store):</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Be sure all the items to be included in the group have been added to inventory individually.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Display your item list and then select <span class="hcp2">Add</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter a descriptive name for the group in the <span class="hcp2">Item Name</span> field.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the <font class="hcp3"><span style="font-weight: normal;">item</span> Type</font> field, select <font class="hcp3">Group</font>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Specify a <font class="hcp3">Department</font> (required).</p>
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</li>
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</ol>
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<p class="Help-Indent">If the items included in the group come from more than one department, you may want to <a href="../qbpos_departments/dept302.htm">add a new department</a> called <font style="font-style: italic;">Groups</font>, or similar, to track and report the sale of group items.</p>
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<ol start="6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter information for the group:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">You cannot enter quantity or cost information for a group. These values are not tracked for a group item.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Optionally, enter a <font class="hcp3">Regular</font> <font class="hcp3">Price</font> 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.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Enter a unique <font class="hcp3">UPC</font> or <font class="hcp3">Alternate Lookup</font> for use in listing the group on receipts and other documents (the program-assigned <font class="hcp3">Item #</font> can also be used for this purpose).</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Enter information in other <a href="../qbpos_fields/fields02.htm">item fields</a> as appropriate to define the group.</p>
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</li>
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</ul>
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<ol start="7">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Click <span class="hcp2">Save</span>. The group item is added to your item list, and the details are automatically displayed.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Click the <font class="hcp3">Group</font> button next to the item Type field.</p>
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</li>
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</ol>
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<p class="Help-Indent">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.</p>
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<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">View Example <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
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<div class="droptext" id="POPUP296219470" style="display: none;">
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<p><img src="../image/inven_edit_group.gif" alt="Edit Group" width="542" height="330" border="0" class="hcp4"></p>
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</div>
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<ol start="9">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Click <span class="hcp2">Edit Group</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the <b>Scan or enter item information</b> drop-down box, scan or type item information to search for the item to add.<a class="dropspot" href="javascript:TextPopup(this)" id="a3"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a>.</p>
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<div class="droptext" id="POPUP294639060" style="display: none;">
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<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
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<col style="width: 100%;">
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<tr style="vertical-align: top;">
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<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
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<p class="Help-Text">Use any of these methods to add items to the group:</p>
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<ul>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp2">Scan</span> the bar code from the item tag.</p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp2">Type</span> the item's UPC, Item #, or alternate lookup value and press <font class="hcp5"><Enter> <span style="font-style: normal; font-weight: normal;"> <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">Learn more about these item identifiers</a></span></font></p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp2">Search</span> 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 <font class="hcp5"><Enter></font> to select). The selected item is added to the to the group with a quantity of 1.</p>
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</li>
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</ul>
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<p class="Help-Indent"><img src="../image/item_list_on_doc.gif" alt="item search" width="427" height="141" border="0" class="hcp4"></p>
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<ul style="list-style: square;">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If no matching item is found, check your spelling or the identifier you entered. Entering fewer characters will find more matches.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">To see your entire item list, click the <img src="../image/plus_icon.gif" alt="" width="14" height="15" border="0" class="hcp4"> icon with no entry in the Add Item field. You can scroll through the list looking for the needed item.</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Nested-List">Click <a href="inven402.htm">Add New Item</a> to Inventory if needed.</p>
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</li>
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</ul>
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<p class="Help-Indent" style="margin-left: 0px;"><a href="../qbpos_basic_procedures/basic303.htm">Learn more about adding items to documents</a></p>
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</td>
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</tr>
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</table>
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<p class="Help-Indent" style="margin-left: 0px;"> </p>
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</div></li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Specify the quantity of the component item.</p>
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</li>
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</ol>
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<p class="Help-Indent">By default, each item is listed with a quantity of one. Click the <span class="hcp2">Qty+</span> and <span class="hcp2">Qty-</span> button to quickly increase/decrease by one or click the <span class="hcp2">Qty</span> button to enter another number.  Quantity is the only editable field for the component items.</p>
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<ol start="12">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Repeat to add all items in the group.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp3">Save</font>.</p>
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</li>
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</ol>
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<p class="Help-Text">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.</p>
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<p class="Help-Text"><a href="inv_add_group.htm">Return to top</a></p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Heading-2"><font size="2">Notes:</font></p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Only Headquarters can define group items, but all stores can sell group items (or list on other documents).</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Once defined, you can enter all the items included in a group on a sales receipt or other document by entering the group <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">identifier</a> (UPC, Alternate Lookup, or Item #).</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">A group item cannot be a component of a second group. All other item types are allowed in a group.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The component items are displayed on the group item form for reference.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="inven431.htm">Using assembly items</a></p>
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<p class="Help-Text"><a href="invenvoverview.htm">Inventory overview</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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</body>
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</html>
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