<aside> 💡 Grouping is an advanced process for organizing and displaying Inventory.

For more info on how to configure Grouping for a Customer see Grouping

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Navigating the Grouping View 📖

Drilling Down Into a Grouping

<aside> 💡 To view the Inventory items that are a part of a group, double-click the group; alternately, highlight the group and click the ‘view’ button at the top of the screen

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<aside> 💡 Only one Grouping can be viewed at a time

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<aside> 💡 The Grouped Inventory will load in a new page

This page will behave similarly to the Customer Inventory page; Inventory can be viewed, edited, and added to Work Orders

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Adding Inventory to New Work Orders

<aside> 💡 Users can add Inventory to Outbound Work Orders from the Grouping View. New Work Orders can be created with this capability. Inventory can be added to existing Work Orders if the Work Order is in Created status (See Statuses for more info). Follow the same process for Grouping Work Orders.

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1. Invoke the Grouping View

2. Select the Inventory for the Work Order

3. Click Move, then click Move to New Work Order

   

4. Click the Save button towards the top of the popup to create the Work Order

   <aside> 💡 Details

   • A count of Line Items will be listed prior to and after saving
   • The Work Order number will display after saving
   • These Work Orders get set to Created status
   • The quantity for each Line Items will always be the maximum amount possible when adding multiple pieces at once </aside>

   

<aside> 💡 To manually adjust the Quantity of a Line Item with this capability, add one item at a time

Uncheck the Add All Inventory checkbox and use the number picker to edit the Quantity

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<aside> 💡 Unlike the Inventory View, Reserved Groupings do not highlight or get reordered as HQ Warehouse cannot predict which Location the Inventory will be fulfilled from, however; the Quantity Reserved is incremented and the Quantity Available is decremented

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