<aside> 💡 Grouping is an advanced process for organizing and displaying Inventory using Articles and a combination of Attributes, Standard and Custom fields. This article explains the concepts to consider before implementing Grouping.

Customers configured for Grouping can leverage Templates on the Portal. For more info see Work Order Templates

For more information see Navigating the Grouping View

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Grouping 📖

Introduction

<aside> 💡 Grouping is a way to sort and categorize Inventory in HQ Warehouse. A group can be made up using Articles, their Description and a combination of Attributes, Standard and Custom fields. If any Inventory items have the exact same data in all of the grouping fields, they will be grouped together.

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<aside> 💡 When viewing Inventory by Grouping, items are sorted into different groups based on the criteria that has been configured for the Customer

• In this data set, Article Number and Description have the same two values: TBL-1000 and Black Coffee Table. the only fields that are included in the Group.
• Comments has two different values: Intact and Broken
• This data set would result in two groupings: Item A and B would roll up into a Quantity of two and Item C would roll up into a Quantity of one
• The Custom Field Color has no affect on the Grouping as it is not included </aside>

<aside> ℹ️ Articles that have had their Descriptions overridden will create a new Group

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<aside> 💡 In HQ Warehouse, these two Groups would roll up like this:

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<aside> 💡 From the Grouping View, only the Groups are displayed. Select a Group to view the individual pieces. The Quantity On Hand column indicates how many items are in this group. The grid on this page will only display columns that are a part of the Grouping criteria.

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Implementing Grouping

1. Click the Configuration tab to get started then click the Grouping tab

   

2. Select the desired fields then click the Save button

   • Article and Description are required

     

3. Accept warning to proceed

   <aside> 💡 If this is the first Grouping for the Customer then this warning can be ignored

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<aside> 💡 The Grouping History is set and displays the User that set it, the date time it was set and the Grouping fields

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Invoking the Grouping View

1. Navigate to the Customer Inventory grid and set Grouping to true

   

<aside> 💡 The Grouping View is invoked

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