Create an Item Group

Use these steps to create an item group.

To create an item group:

  1. Under the Setup menu section, go to Sales Orders > Items > Item Groups.
  2. Click +New Item Group.
  3. In the New Item Group dialog box that displays:
    1. Enter a name for the item group in the Name field. This is a required field.
    2. Enter a buyer's name in the Buyer field.
    3. If needed, select the Inventory Control checkbox.
    4. Select a tax code and costing method in the Tax Code and Costing Methods fields.
    5. If needed, select the Order Item and Sales Price Costing checkboxes.
    6. Enter a value for the item group in the GM % Sales Price.
  4. Click Create.