Groups and subgroups

File items under a category and a subcategory so anyone finds a 20-foot frame tent in one click from the rail.

WhereInventory›the rail on the left

The rail down the left of Inventory lists every group and the subgroups inside it, each with how many items it holds. One click on a subgroup opens just those items.

How items are grouped

  • Products and Services group by Category, then Subcategory.
  • Components group by Part type, then tent width and tent system (for example "20W JTL").

Put an item in a group

  1. Open the item.
  2. Pick its Category and Subcategory (for a component, its Part type, Tent width and Tent system).

Add or rename a group

The groups are your own dropdown lists.

  1. Open Settings, Inventory, Fields.
  2. Open the products and find the field: Category or Subcategory, or for components Part type, Tent width or Tent system.
  3. Add a choice to its dropdown, or rename one. Every item filed under it follows.

See Dropdown lists for the details.

Good to know

  • A group opens as a table with the unit price, owned, available, weight and install time, and totals at the top.
  • The time an item takes can be set once for its whole category. See Weights and times.
  • An item with no category shows under No category (or Other parts for a component). File it so it is easy to find.
  • On a phone the rail becomes a single Group picker at the top.
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