Item Group

Item Groups are categories used to organize items in a hierarchical tree structure. They help with navigation, reporting, and applying default settings.

Creating an Item Group

1. Go to Stock > Item Group and click New.
2. Enter the Item Group Name.
3. Select the Parent Item Group to create a hierarchy.
4. Check Is Group if this is a parent category (not an item itself).
5. Set default accounts and settings (optional):

- Default Income Account

- Default Expense Account

- Default Cost Center

- Default Item Tax Template

1. Click Save.

Item Group Hierarchy

Organize your products logically:

All Item Groups
  ├── Raw Materials
  │   ├── Metals
  │   ├── Plastics
  │   └── Chemicals
  ├── Finished Goods
  │   ├── Electronics
  │   ├── Furniture
  │   └── Clothing
  ├── Trading Goods
  │   ├── Imported
  │   └── Local
  └── Services
      ├── Maintenance
      ├── Consulting
      └── Installation

Benefits of Item Groups

• Default Settings: Items inherit default accounts and tax templates from their group.
• Reporting: Filter reports by item group (e.g., sales by product category).
• Pricing Rules: Apply pricing rules to a whole item group.
• Navigation: Browse items by category in the tree view.
• Website: Display items organized by group on your website.

Related Topics

• Item
• Pricing Rule
• Chart of Accounts