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Configuring Item Groups

    Item Groups are set up once (this should be a senior management function), and each group is set up with its own General Ledger Inventory Stock code and General Ledger Expense code.  

    Once an item is purchased and directly expensed or taken into stock, these entries will be allocated to these codes in the Pastel Ledgers. This makes it possible for management to see exactly, month by month, what levels of stock are being held in each item group, as well as what what the costs are for each pre-determined expense code.

     

    Inserting an Item Group

    In the Inventory Menu, click on the Item Groups icon and the Item Groups window will be displayed.

    ItemGroups

    Click in the Insert button and the Update Item Group window will be displayed.

    UpdateItemGrp

    Fill in the Product Item Group Name for the new group.

     

    Specify the Stock (Inventory) General Ledger account by using the lookup(Lookup.png) button.

     

    Now specify the Charge (Expense) General Ledger account by using the lookup(Lookup.png) button.

     

    Click OK to save and create the new Item Group.

    Changing an Item Group

    In the Item Groups window, highlight the Group you would like to change.

     

    Click on the Change button and make the neccessary changes.

     

    Once complete, click on the Ok button to save.

    Deleting an Item Group

    In the Item Groups window, highlight the Group you would like to change.

     

    Click the Delete button and a confirmation message will appear.

     

    Click Yes to confirm the deletion.

     

    Next.png Product Items

    Page last modified 11:34, 28 Apr 2017 by Jennifer Veculim > Inventory > Configuring Item Groups

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