What are Item Groups?

In this article, learn how to group items together so that they can be managed as a single unit

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Overview

Idencia provides a way to group items together so that they can be managed as a unit.  Item Groups are primarily used when completed products are made up of several component parts.  Two Piece Precast Concrete Box Culverts, for example, are made up of two 5' x 10x 'U' shaped precast structures.  The individual pieces can be tagged with their own serial numbers for tracking during manufacture, and then combined into a group for inventory and shipping.  The item group receives it's own serial number.  Information that is recorded against the group serial number is associated with all of the Items in that Group.

The sections below describe how to use the Idencia Management Portal to create and edit Item Group Types.

Topics in this article include:

Creating Item Group Types

Editing Item Group Types

Deleting Item Group Types

Creating Item Group Types

To create an Item Group Type, follow these steps:

1. Select Setup->Item Group Types from the Main Menu.  The Item Group Types screen will be displayed.  This screen will show all of the existing Item Group Types you have created.
2. Select the New Item Group Type button.  The Create New Item Group Type screen will be displayed.
   
   
   
   
3. Enter the Item Group Type Name and the number of Items required to be in the Group Type.
4. Select which Process to use when creating an Group of this type.  The Process you want to use must already be created before you can select it from the list.  See Idencia Setup - Processes about creating Processes for more information.
5. Select which Item Type to use for Items in this Item Group Type.  The Item Type you want to use must already be created before you can select it from the list.  See Idencia Setup - Item Types about creating Item Types for more information.
6. Select the Save button to create this Item Group Type.

Editing Item Group Types

To edit an Item Group Type, select the Edit icon for the Item Group Type in the Item Group Types screen.  You can edit all of the information of an Item Group Type at any time.  Below is a list of how editing Item Group Types affects existing Groups.

• If you change the Name of an Item Group Type, all existing Items in that Item Group Type will show this new Name.
• If you change the Number of Items in an Item Group Type, only new Groups will use this new number.  All existing Groups will use the number that was set when that Group was created.
• If you change the Process of an Item Group Type, only new Groups will use the new Process.  All existing Groups will use the Process that was set when that Group was created.
• If you change the Item Type of the Items in an Item Group Type, only new Groups will use the new Item Type.  All existing Groups will use the Item Type that was set when that Group was created.

Deleting Item Group Types

To delete an Item Group Type, select the Delete icon for the Item Group Type in the Item Group Types screen.  A confirmation screen will be displayed.  Selecting the Delete button will remove the Item Group Type from the system.