Categorize Materials

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1.0 Create or Edit Item Groups

1. Open Item Group List
   • Navigate to Stock▶️ Item Group.
2. Add a New Group
   • Click New in the top-right.
   • Enter Group Name (e.g., “Grains & Flours”).
   • Select Parent Group (leave blank for top-level or choose “Raw Materials”).
   • Check Is Group if you plan to add sub-categories.
   • Click Save.
3. Edit an Existing Group
   • In the Item Group List, click a group name.
   • Update Group Name, Parent Group, or Is Group.
   • Click Save.

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2.0 Assign Raw Materials to Groups

1. Open the Raw Material
   • Go to Stock ▶️ Item List, filter Item Group = Raw Materials, and click the material name.
2. Change Item Group
   • On the Details tab, set Item Group to the desired category (e.g., “Grains & Flours → Wheat Products”).
   • Click Save.
3. Bulk Update via Data Import (optional)
   • Download the Item import template under Data Import.
   • Fill in Item Code and new Item Group columns.
   • Re-import to update multiple raw materials at once.

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3.0 Verify Your Categorization

• Item Group List Report
  • View Stock ▶️ Reports ▶️ Item Group Summary to see counts per category.
• Filtered Item List
  • In Item List, apply the Item Group filter to confirm correct assignments.