Inventory Item Report Group
Use the Inventory Item Report Group utility to customize inventory items into groups. Utilize the groups in the inventory item tab in the Report Manager to聽export聽inventory item reports. Menu Item Groups can also be utilized in building Product Mix custom reports.
Inventory Item Report Group Form Overview
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1 | Inventory Item Search | Look for a specific inventory item based on keywords. |
2 | Add Report Group | Add a new report group. |
3 | Report Group Name | Lists the report groups. Select to toggle between descending and ascending order. |
4 | 3-Dot Menu | From the dropdown, select an action to perform on the report group:
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Inventory Item Groups - Instructions
Step by step instructions for managing Inventory Item Groups are provided here:
Add Inventory Item Report Group
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To add an Inventory Item Report Group:
From the upper-right, select Add Report Group.
In the Report Group Details field on the Report Group Details page, type the group name.
(Optional) From the Inventory Item Report search bar, type the inventory item name.
From the Inventory Item Report Group list, select the menu item(s) to add to the group.
From the right of the Report Group Details page, select Save.
Change Inventory Item Report Group
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To make changes to an Inventory Item Report Group:
From the list of Inventory Report Groups, locate the desired Report Group.
To locate a Inventory Item Report Group: Type the inventory report group name in the聽厂别补谤肠丑听field.
From the the 3-dot menu of the item, select Change.
From the Report Group Details page, select Save.
Delete a Inventory Item Report Group
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To delete a Inventory Item Report Group:
From the list of Inventory Report Groups, locate the desired Report Group.
To locate a Inventory Item Report Group: Type the inventory report group name in the聽厂别补谤肠丑听field.
From the the 3-dot menu of the item, select Delete.
From the confirmation popup, select Yes.