# Group Codes Setup Menu

# Group Codes Search

<span class="ts7">Group codes cater for grouping of the inventory master listing into various product groups and also is used for sales mapping purposes whereby the configuration can dictate posting of entries to respective GL Accounts.</span>

##### <span class="ts7">Basic Search Tab</span>

<span class="ts7">Allows the user to view and edit any existing group codes.</span>

<span class="ts7">The user can also add any new group codes required.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/YUSimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/YUSimage.png)

<table border="1" id="bkmrk-group-code-search-by" style="border-collapse: collapse; width: 100.952%;"><colgroup><col style="width: 25.1557%;"></col><col style="width: 74.8443%;"></col></colgroup><tbody><tr><td>**<span class="ts7">Group Code</span>**</td><td><span class="ts7">Search by entering the code</span></td></tr><tr><td>**<span class="ts7">Description</span>**</td><td><span class="ts7">Search by entering the description</span></td></tr><tr><td>**<span class="ts7">Active</span>**</td><td><span class="ts7">Search for active group codes by ticking the box.</span>

<span class="ts7">Remove the tick to search for any deactivated group codes.</span>

</td></tr><tr><td>**<span class="ts7">Add button</span>**</td><td><span class="ts7">To create a new group code</span></td></tr><tr><td>**<span class="ts7">Edit button</span>**</td><td><span class="ts7">To view or make changes on the existing group code</span></td></tr><tr><td>**<span class="ts7">Delete button</span>**</td><td><span class="ts7">To delete the selected group code</span></td></tr><tr><td>**<span class="ts7">Print Grid button</span>**</td><td><span class="ts7">Returns the list of group codes in the grid based on search criteria and allows the user to print, email or export to excel.</span></td></tr></tbody></table>

---

##### Report Grouping Search

This tab allows the user to search and edit any existing group code groupings.

The user can also add any new groupings when accessing this tab.

# Group Codes Setup

<span class="ts0">Group codes are used for the following reasons:</span>

1. <span class="ts0">Categorise stock listing.</span>
2. Sales mapping - this caters for automatic postings to specific GL accounts when documents are processed.

<span style="color: rgb(45, 194, 107);">**<span class="ts15">Inventory Module&gt;Configuration Menu&gt;Group Codes Setup</span>**</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3044).png)

- <span class="ts0">Click search to find the existing group codes and click on edit button to edit any existing group code.</span>
- <span class="ts0">To create a new group code, click the Add button.</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3045).png)

<table border="1" id="bkmrk-general-tab-fill-in-" style="border-collapse: collapse; width: 94.7619%;"><colgroup><col style="width: 26.8613%;"></col><col style="width: 73.1387%;"></col></colgroup><tbody><tr><td>**<span class="ts0">Code</span>**</td><td><span class="ts0">Enter a code of your choice</span></td></tr><tr><td>**<span class="ts0">Description</span>**</td><td><span class="ts0">Enter a description</span></td></tr></tbody></table>

- <span class="ts0">Click Save</span>
- <span class="ts0">Then click the Add button on the same screen.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/AV5C2cimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/AV5C2cimage.png)

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3046).png)

<table border="1" id="bkmrk-sales---short-search" style="border-collapse: collapse; width: 100%; height: 118.4px;"><colgroup><col style="width: 23.9715%;"></col><col style="width: 76.0038%;"></col></colgroup><tbody><tr><td>**<span class="ts0">Branch</span>**</td><td><span class="ts0">if you have branches setup, you can select the respective branch for the specific group code</span>

<span class="ts0">if the group code is to be linked to multiple branches, you will need to click add a separate account postings setup linked to the relevant GL accounts for the branch.</span>

</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts0">Sales - Short Search</span>**</td><td style="height: 29.6px;"><span class="ts0">Select the sales account </span></td></tr><tr><td>**<span class="ts0">  
</span>**</td><td><span class="ts0">  
</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts0">Cost of sales - Short Search</span>**</td><td style="height: 29.6px;"><span class="ts0">Select the required Cost of Sales account</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts0">Custom - Short Search</span>**</td><td style="height: 29.6px;"><span class="ts0">Select the alternate Cost of Sales account. This is for service and Custom items.</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts0">Service - Short Search</span>**</td><td style="height: 29.6px;"><span class="ts0">Select the alternate Cost of Sales account. This is for service and Custom items.</span></td></tr></tbody></table>

<span class="ts0">To export the Group code list to excel, click on Print grid and select export.</span>

# Report Grouping Setup

Report Grouping allows one to link various groups

This assists when generating reports, so that the user does not need to select multiple groups individually.

One can then simply select the grouping option and the linked group codes will automatically be selected.

To link multiple group codes, click the Report Grouping tab

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/66mimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/66mimage.png)

 Click Add

<table border="1" id="bkmrk-code-enter-a-code-fo" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 18.0741%;"></col><col style="width: 82.0247%;"></col></colgroup><tbody><tr><td>**Code**</td><td>Enter a code for the grouping</td></tr><tr><td>**Description**</td><td>Enter a description of the grouping</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/2RMimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/2RMimage.png)

You will notice the grid is then populated with the existing group codes

You can now select respective group codes to be linked together.

In this example, we created a group: Fittings

We can now link multiple group codes to this reporting group

To link group codes, double click on the required group code in the top grid, this will then move to the bottom selected grid.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/AlFimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/AlFimage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/zsZimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/zsZimage.png)

<span class="ts0"> Click save once complete.</span>

<span class="ts0">When you generate a report, you can select the reporting group. This will automatically select the underlying group codes without the user having to select each individual group code one at a time.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/WuSimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/WuSimage.png)

<span class="ts0"></span>

# Link Group Code to Inventory Item

<span class="ts2">Once the groups have been created, you will need to link the inventory Items to the respective group codes.</span>

<span class="ts2"><span style="color: rgb(45, 194, 107);">**Inventory Module&gt; Configuration&gt; Inventory Setu**</span>p</span>

<span class="ts2">Select and edit the required Inventory Item</span>

<span class="ts10">Select the required group code from the drop down list</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3049).png)

<span class="ts67">Click Save and Close.</span>

<span class="ts10">As noted in the group code setup section, this will dictate the relevant sales and cost of sales account posting when this item is processed on an invoice or credit note.</span>

<span class="ts10">Multiple reports can be generated using the inventory group code as a filter, thereby assisting in sales and inventory analysis.</span>