Set up and manage item groups

Fred Office Plus

Item groups can simplify stock counts, label printing, ordering and reporting.

Create a new item group

1. Go to Inventory, then select Items.
2. Search for item(s).
3. Select the item(s) to add to the group.
4. Right-click on one of the selected items.
5. Click Add To Group, then select Create New Item Group.
6. Enter a Name and Description.
7. Click OK.
8. Click Save and Close.

Add to an existing group

1. Select one or more entities to add to the group.
2. Double-click one of the selected entities, then click Add To Group.
   • If the group has been accessed recently, it displays in the list. Click it to add the items.
   • If you selected Add To Existing Group, select the group and click OK.
3. Click Save and Close.

Remove from a group

1. Go to Assistants, then select Group.
2. Double-click to open the relevant group.
3. Double-click and select Remove From Group.
4. Click Yes to confirm.
5. Click Save and Close.