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4.1.3 Item groups

To keep a good overview of the items, item groups can be created. Then it is possible to assign each item to a corresponding group. For example, if the item "Espresso" is created, it should be assigned to the item group "Hot Drinks". Which item is assigned where can be seen under Menu → Masterdata → Items → Item list. Here, for example, the item name can be entered in the search and confirmed. Subsequently, the name with the assigned item group appears in the overview, among other things.


1 Import items

  1. Click Import.

  2. Place the file in the import window via Drag & Drop.

  3. Select the desired import option.

  4. Set a scheme.

  5. Click on Import.

2 Download items

  1. Click on Download.

  2. Select a desired file format.

  3. Open the mailbox and download the file.

3 Update item list

  1. Click on Update.

  2. Wait until the loading of the list is finished.

4 Number of list items  

5 Search list items

  1. Enter the desired search term in the search. 

  2. Click on the magnifying glass.

  3. Wait for result and select preferred item.

NOTE: Under 4 you can see how many elements were found out of the total number

6 Item groups - Information

4.1.2.1 Add new item groups

Please note that all mandatory fields are marked with *, i.e. these fields must be filled in to create an item.

Here we explain how to add new item groups.

  1. Open Menu → Masterdata → Items → Item group.

  2. Click Add.

  3. Add an item group ID.

With this ID the item group can be deposited uniquely in the system, since no item group receives the same ID. Therefore, it is possible to filter out item groups using the assigned ID with the help of the search function. The search is available after the item group has been saved successfully.

4. Give the item group a name.

The group name can be chosen freely, but it is important that a name with recognition value is assigned so that the group can be assigned after saving. With the name, the item group can be filtered out via the search function. The search is available after the item group has been successfully saved.

5. Assign the parent item group to the new item group. 

With this function the item groups can be sorted in a unique hierarchy in the system. It is important that the parent group has a general name, such as "Beverages". Cold and hot beverages, for example, can then be assigned under this category. In this way, item groups can be easily assigned or found.

6.  Click Save. 

4.1.2.2 Edit item group

Please note that all mandatory fields are marked with *, i.e. these fields must be filled in to create an item.

With the help of this function, item groups can be configured after they have been successfully saved. Thus, it is possible to make changes to the groups at any time.

  1. Select the desired item.

  2. Click on Edit.

3. Make all necessary changes.

4. Click Save.

4.1.2.3 Delete item group

Please note that all mandatory fields are marked with *, i.e. these fields must be filled in to create an item.

It is always possible to delete item groups, if you decide to order your items another way.

  1. Select the desired item group.

  2. Click Delete.

  3. Confirm it with Yes.

If you select No, the deletion process will be canceled.