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2.5.1. Item Group

To create a new Item Group, select the NEW button. The following screen will appear:

Create New Item Group

Tip

Create your Item Groups using a logical, hierarchical structure. This will make it easier to retrieve Item Group information in the future.

When creating a new Item Group, you are presented with the following options:

Name

Enter a unique name for the Item Group.

Description

Enter a description to further identify the Item Group.

Product Catalog

Select this option to have the group included in the Product Catalog.

Parent Groups

Display lists Parent Groups that belong to the Item Group. Adding another Parent Group will also add that Parent Group's Member Items to the Item Group.

Item Group

Select a new Parent Group to include in the Item Group.

Member Items

Display lists Member Items of the Item Group.

Note

Only Member Items of the Item Group defined in this window will be listed under Member Items.

Item Number

Enter an Item Number you want to include as a Member Item in the Item Group.

UOM

Displays the Unit of Measure for the Item.

To enter Characteristics associated with an Item Group, select the NEW button. The following screen will appear:

Create New Item Group Characteristic
Characteristic

Select a Characteristic from the list of Characteristics designated as being available for use as Item Group Characteristics.

Value

Enter a value to associate with the Item Group Characteristic.

Default

Select if the Value entered is the default Value for the specified Characteristic. The default Value will be presented initially wherever Item Characteristics are used.

When associating documents, you are presented with the following options:

NEW

Select to create a new document and associate it with the current record. You may create the following document types:

Image

Select to create a new Image association.

Incident

Select to create a new Incident and associate it.

To Do

Select to create a new To-Do and associate it.

Opportunity

Select to create a new Opportunity and associate it.

Project

Select to create a new Project and associate it.

EDIT

Enables you to edit associated documents. The edit screen is the same as that for creating a new document—except that when editing, the fields will contain document information. Double-clicking on a document will also bring you to the editing screen.

VIEW

Highlight a document and then select this button to reach a read-only view of the "Edit" screen

ATTACH

Select to associate already-existing documents. The following document types may be attached: Contact, Account, Customer, Employee, File, Image, Incident, Item, Opportunity, Project, Purchase Order, Sales Order, Vendor, Web Site, Work Order.

DETACH

Highlight a document and then select this button to remove the association.

To associate already-existing documents, select the ATTACH button. The following screen will appear:

Attach a Document

When associating already-existing documents, you are presented with the following options:

Relationship

Indicate how the document is related to the current record. The following relationship options are available: Related to, Parent of, Child of, Duplicate of.

Type

Specify the kind of document you want to associate. The following document types may be attached: Contact, Account, Customer, Employee, File, Image, Incident, Item, Opportunity, Project, Purchase Order, Sales Order, Vendor, Web Site, Work Order. When associating Files, you will also be given the option to save the File to the database.

Tip

There is no file size restriction when saving Files to the database. However, excessively large files could cause storage and performance issues.

Document

Use the lookup field to identify the specific document you want to attach. The data entry options will vary depending on the document type you select.

The following buttons are unique to this screen:

DELETE PARENT

Highlight a Parent Group and then select this button to remove the selected Parent Group from the Item Group.

NEW PARENT

Select to insert the selected Item Group as a Parent Group. It will be listed under Parent Groups.

DELETE ITEM

Click to remove a Member Item from the Item Group. Once deleted, it will no longer display under Member Items.

NEW ITEM

Select to insert the entered Item as a Member Item. It will be listed under Member Items.