Group List

Group lists are used with Custom and Service Type items. 

 When an item is activated with Group list, it will replace the selected item with a list of multiple items in the document. 

 It uses the same item code, but replaces the description, cost and sell. 

 There is a setting that one can include the scanned item as part of the list. 

 

 

 Group List setup 

 Setup the list of items to populate the document lines 

 

 

 

 

 Activate Group List 

 Activates this option to be used when adding lines to Invoice and credit note 

 

 

 Item Group 

 Populates each line of the group list with the item group  

 

 

 Include Scanned Item Group 

 When activated, the scanned item will be part of the list in the document 

 

 

 

 

 

 

 Code 

 Sequence in which items is inserted on the document 

 

 

 Description 

 The description used to override the description when adding to the document 

 

 

 Qty 

 Select the quantity to insert 

 

 

 Cost 

 Insert a cost 

 

 

 Sell 

 Put in a sell price 

 

 

 

 

 Add Items 

 

 

 Document view 

 Invoice example of adding an item that has group list activated 

 

 After the item is selected and saved to the invoice. 

 The invoice will fetch the group list and populate invoice with all three lines with the same code 

 

 If the option for Include Scanned item is activated, then this item will be part of the item list