A Product/Item Group is used to categorize and organize items such as parts, services, and products to streamline inventory management and job planning. This group helps businesses quickly locate and utilize relevant items when creating Jobs, invoices, or service requests.

Navigation: Inventory & Pricebook-> Parts & Services -> Manage Group

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To create a Product/Item Group

1. Select the “Inventory & Pricebook” module from the left navigation menu and choose “Part & Service.”

2. Click Manage Group at the top right of the page. 3. Click + New Group to create a new group. 4. The Product Group creation page appears.

5. Enter a group Name (e.g., Electrical Supplies).

6. Provide a group Description (optional but recommended for clarity). 7. Add Parts/Services:

  • Click + Line Item in the Part/Service Details section.

  • Select the items to include in this group and specify the item quantities.

  • Click Add Item to confirm the selection.

8. After adding the necessary items, click Create Group.

The Product/Item Group has now been successfully created.

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Managing a Product/Item Group

To edit or deactivate a Product/Item Group, follow these steps:

  1. Navigate to the Product/Item Group Listing page.

  2. Select the group you want to manage.

  3. Click the ellipsis icon (three dots) next to the group name.

  4. Choose one of the following options:

    • Edit Product Group – Modify the group name, description, or included items.

    • Deactivate Product Group – Remove the group from active use (this action can be reversed if needed).