Add New Sub Group

To add a new sub group to your organization, follow the steps below:

Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar.

Step 2: Select the Sub Groups menu and click the Add Sub Group button.

Step 3: On the Add Sub Group page, complete the following fields:

• • Sub Group Code: Enter a unique code for the sub group.
  • Sub Group Name: Enter the name of the sub group.
  • Group Name: Double-click to select the parent Group Name. Group names are populated from the Commodity Group settings. Only commodity groups with the Display option enabled will be available for selection.
  • Order: Enter the display order number. Sub groups with smaller numbers will appear higher in the sub group dropdown list.
  • Display: Enable this option to make the sub group visible in the sub group dropdown list (used in Items → Add/Edit Item forms). Disable this option to hide the sub group.
  • Note: Enter any additional notes if required.

Step 4: Click the Save button to create the sub group.

Edit Sub Group

To edit the details of an existing sub group, follow these steps:

• • Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar.
  • Step 2: Select the Sub Groups menu, hover over the sub group you want to edit, and click Edit.
  • Step 3: Make the necessary changes and click the Save button to apply the updates.

Delete Sub Group

If a sub group is no longer in use, it can be deleted by following these steps:

• • Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar.
  • Step 2: Select the Sub Groups menu, hover over the sub group you want to delete, and click Delete.
  • Step 3: Confirm your action in the confirmation pop-up. The selected sub group will be permanently deleted.