Item Groups

Organize your products into categories for better inventory management, pricing, and reporting.

Overview

Item Groups allow you to categorize your products based on type, brand, or business logic.

This helps you:

• Manage large product catalogs
• Apply pricing and tax rules
• Generate category-based reports

Why Use Item Groups?

Using item groups helps you:

• Organize products logically
• Apply common settings to multiple items
• Simplify inventory management
• Improve reporting and analysis

Common Item Groups

Examples of item groups:

• Snacks
• Beverages
• Frozen Items
• Oils & Grocery
• Ready-to-Eat

You can also group by:

• Brand
• Category
• Product type

Create an Item Group

1. Go to Inventory → Item Group
2. Click on Add New
3. Enter:

• Item Group Name
• Parent Item Group (optional)

4. Save

Group Hierarchy (Important)

Item groups can be structured in levels.

Example:

• All Items
  • Food
    • Snacks
    • Frozen Items
  • Beverages

This helps in:

• Better organization
• Structured reporting

Assign Item to Group

When creating or editing an item:

1. Open item record
2. Select Item Group
3. Save

Benefits of Item Groups

Pricing

You can apply pricing rules at group level.

Tax Setup

Assign tax categories to groups instead of individual items.

Reporting

Generate reports like:

• Sales by category
• Inventory by group
• Profitability analysis

Best Practices

• Keep group structure simple
• Use meaningful names
• Avoid too many nested levels
• Group similar products together

Common Issues

• Item not visible in group → Check assignment
• Wrong pricing → Verify group-based rules
• Confusing structure → Simplify hierarchy

What Next?

• Add items → Item Creation
• Manage stock → Inventory
• Apply pricing → Price Lists