Navigate to:
Stock > Item Group to view the full tree of categories (e.g., “All Item Groups ▶ Beverages ▶ Raw Material”).
Creating an Item Group
- Click New in the Item Group list.
- Enter a Group Name and choose its Parent (default: All Item Groups).
- Tick Group Node if this new entry should be a folder (not a leaf).
- Click Save.
Deleting an Item Group
- Select the group you want to remove.
- Click Delete and confirm.
You can only delete groups that have no child groups or linked items.
Key Settings
When you Edit an Item Group, you can configure defaults for all items in that category:
- Default Price List
Automatically applies a standard price list when you create new items in this group.
- Default Warehouse
Sets the default storage location in transactions for these items.
- Default Cost Center
Assigns purchasing or selling costs to the right department or project by default.
- Default Account
Pre-fills the revenue or expense account for items in this group.
- Default Supplier
Suggests your preferred vendor when raising purchase orders for items under this group.
