Create an article group

Create an article group

The Group field of an article allows you to classify articles into organized groups, thus facilitating searches and the generation of statistics. It is possible to create top-level groups (roots) as well as subgroups (children).

Create a top-level (root) article group

To create a top-level group in the article hierarchy:
  1. Access the Article Group page using one of the following two options:

    1. From the General tab of the Items page ( Stock menu, Items , open the relevant item), click on the Manage button, represented by three small dots … to the right of the Group drop-down list:



    2. Access directly from the Stock Menu, Settings , Item Groups .

  2. The Article Groups page is displayed. To create a top-level (root) group in the hierarchy, you have two options:
    1. Right-click on the Article Groups page, then in the context menu, select New (root) :

    2. You can also click the Plus button represented by the three small dots … in the top right corner of the Article Groups page, and then select the New (root) option .

  3. On the Article Group page, complete the required fields:



    1. Group : Selection of the higher-level group to which the group being created will be attached. If no group is selected, it will be created as the primary group, at the first level of the hierarchy.
    2. Name : Name of the group.
    3. Code : Group code (optional).

  4. Click the OK button to validate and close the new first-level group.

Create a subgroup of articles (child)

To create a subgroup within an existing group :
  1. Display the Article Group page. You have two options:

    1. Right-click on the relevant group on the Article Groups page, then in the context menu, select New (child) :



    2. Select the relevant group, then click the More button represented by the three small dots … in the top right corner of the Article Groups page, and select the New (child) option .

  2. On the Article Group page, complete the information:



    1. Group : The previously selected root group will be automatically assigned, but you can select a different root group if necessary.
    2. Name : Identify the subgroup in the Group drop-down list.
    3. Code : Assign a code to the subgroup. This code is optional.

  3. Click the OK button to validate and close the subgroup.
  4. If you accessed the Article Groups page from the article's General tab, click the Back button at the top left of the Article Groups page to return to the Article page.