Add Product Group


Search window -> Group field -> Group Search -> ADD button -> Add Product Group

When new products are being added, sometimes a new Group and/or Class are also required if the Product # Mask defined in the Company Inventory Parameters, requires the Group or Class to be part of the product #.

From the Assign Product Number in the Group Search window, click on the ADD button to add a Group on-the-fly.
The ability to add new Groups can be controlled at the operator level according to whether the Security Role that is assigned to the Operator allows access to Groups.

The prompts are:

PRODUCT CLASS SEARCH
This Product Class Search window only appears when the Product # Mask selected in Company Inventory Parameters, requires the Class to be part of the Product #.
Select a Class in the window or add a new class as outlined in Add Product Class from within the class search window.

PRODUCT GROUP
The new Group # displays, using the Product Class if required by the Product # Mask and can be over-typed as required.
To avoid URL errors the 5 special characters "/&?%+"are not allowed in the numbering sequence when creating new Groups.

DESCRIPTION
Enter the new Group description, or accept the description defaulted from the Product Class.

ALT. LANGUAGE DESCRIPTION
Enter an Alternate Language description for the Group, or accept the alternate language description defaulted from the Product Class.

ADDITIONAL INFORMATION
Window to access the additional information fields, or click the ACCEPT button to accept the Group defaults and close the Add Group window.
These additional fields include:
PRODUCT CLASS
If a Class has already been selected accept the new Class # displayed, or select a Class from the Product Class Search window.

KIT #
Leave this field blank if no Kit is associated with this Group, or enter a Kit for this Group, or select it from the Kits Search window.
This kit can later be copied to each product in the Group using the Clone Group Information to Products utility.

SUGGESTED SALES LIST #
Leave this field blank if no Sales List is associated with this Group, or enter a SSL # for this Group, or selected it from the Suggested Sales List Search window.
This SSL can later be copied to each product in the Group using the Clone Group Information to Products utility.

EQUIPMENT SPECIFICATIONS
Window to setup optional specifications as outlined in Group Equipment Specifications.
These specifications can later be copied to each product in the Group using the Clone Group Information to Products utility.

SAFETY NOTES
Window to setup optional Safety Notes associated with this Group as outlined in Group Safety Notes.
These notes can later be copied to each product in the Group using the Clone Group Information to Products utility.

ALTERNATE DESCRIPTION
Window to setup optional alternate description to be used in Group searches, as outlined in Alternate Group Descriptions .
These descriptions can later be copied to each product in the Group using the Clone Group Information to Products utility.

GROUP RATES
Uncheck this box if this Group is only for sales items.

Check this box if the Group includes rental products for which the Group rates should be used as the defaults.
Click on the icon to access the rates detail window.


CLONE GROUP RATES
Uncheck this box if this Group is only for sales items.

Check this box if the Group includes rental products for which the Group rates should be automatically selected to be included in the Clone Group Rates to Products utility.


CHECK AVAILABILITY
Check this box to determine if this item is available for sale or rental at this location. The checking of availability is done during document entry.
This is essential when doing your contracts and invoices live with the customer standing there so items for rent or sale are not selected when they are not ready to rent.

Uncheck this box to prevent checking the availability of the items in this group during contract, reservation or invoice entry.


RENTAL CONVERSION
Conversion does not apply to sales item.

Enter 1 (one) if rental products in this group are always rented as individual units.
If products in this group are always rented in pairs (2) or sets (e.g. 12 for a dozen), enter the conversion factor.
Note: On the document a quantity 1 would be entered to represent each pair or each set, although the product file quantity always reports these as individual units.


Finished?
Click OK to accept the Additional Group Information.

Finished?
Click ACCEPT to accept the new Group and return to the Assign Product Number screen, or CANCEL to abort.

Topic Keyword: ADDGROUP
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