Setup Inventory Groups

Setup Inventory Groups


The Inventory Groups are the categories of product and can be reported on using the Sales Analysis and Product reports. 

To setup Inventory Groups, follow these steps:
  1. Go to the Navigation Menu, then click Setup, then Setup Inventory Groups
  2. Click Add New or click on an Inventory Group to edit
  3. Enter a Name
  4. Select if the Inventory Group should be taxable by default
  5. Enter a sort order if desired
  6. Click Save.

    • Related Articles

    • Setup Inventory

      In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Setup Inventory Setup Suppliers Create and edit suppliers for each company the business orders products from with their detailed contact ...

    • Setup Service Groups

      Create and edit service groups to identify categories of services. Assigning a different color to each service group helps identify appointments or point-of-sale items easily. Example: Service Group is “Hair Color,” Services (created later) are “All ...

    • Setup Product Lines

      The Product Lines are how to identify the brands your business carries. To setup a Product Line follow these steps: Go to the Navigation Menu > Setup > Setup Product Lines Click Add New or click an existing Product Line to edit By default, the ...

    • Setup Suppliers

      The Suppliers are the distributors that you order your products through and you'll be able to create purchase orders by the supplier you would like to order through. Pro Tip: If your business is a part of the salon or spa community, consider checking ...

    • Setup Worker Permissions Glossary

      SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...