Creating corporate item groups

An item group identifies a specific group of items for a company.

If multiple companies share the same items, you must set up the items one time and then assign the same item group to all companies. You can only assign one item group to each company. Multiple companies can share an item group.

An item group must be defined before you define an Inventory Control company.

  1. Select Administrator > Supply Management.
  2. On the Groups and Companies pane, click Item Groups.
  3. Click Create.
  4. Specify this information:
    Item Group
    Specify the item group.
    Description
    Provide a description.
    Commodity Code Structure
    Specify the commodity codes that are used to classify products and services. Commodity codes also help create reports that reflect spending patterns. Commodity code structures are used to show the number of segments and the size of a commodity code.
  5. On the Main tab, specify this information:
    Numeric Item Number
    Select this check box to show the item number in numeric format.
    Automatic Item Numbering
    When this check box is selected, an item number is automatically assigned to an item.
    Last Item
    Specify the last item number.
    Allow UOM Changes With Open Transactions
    Select this check box if UOM settings are changed when open transactions exist.
    Allow Multiple GTINs
    Select this check box to enable more than one unique GTIN for an identical item. An identical item has identical manufacturer information, manufacturer number, and unit of measure (UOM) combination.

    On the item record, the Use As Default Per Manufacturer Info and UOM check box is automatically selected as the default value if multiple GTINs for the same item exist. This check box is not cleared if succeeding GTINs with the same combination exist when the item record is saved.

    When Creating Items Using Item Information Worksheet Require Manufacturer Information
    Select this check box to require manufacturer information for items that are created using an item information worksheet.
    Kitchen Management
    Select this check box to enable the kitchen management process when creating recipes and processing kitchen orders.
    Automatic Item Substitute
    Select this check box to automatically substitute items within the specified corporate item group during order processing. If an item is unavailable or out of stock, a predefined substitute item from the same group is automatically selected to fulfill the order. When this check box is selected, other check boxes in the Substitutes section are displayed.
    Ignore Substitute Items In Replenishment
    Select this check box to exclude substitute items from the inventory replenishment process for this corporate item group.
    Allow Substitutes When Using Warehouse Location Rule
    When Warehouse Location Rules are being used, quantities are taken from whichever location can most fill the original item. Then quantities are taken from the location that can most fill the substitute item.
    Allocate Prior To Substitution
    Select this check box to allocate the remaining quantities of an original item before the item is substituted.

    See Allocating original items before substitutions in the Inventory Control User Guide.

    Number of Decimals for Cost
    Select the number of digits that are used in the cost fields.
    Number of Decimals For Price
    Select the number of digits that are used in the price fields.
    Item Sync Option
    Select an item sync option.
  6. On the Item Comment Types tab, specify up to ten item comment types and provide descriptions for them.
  7. Click Save.

    To set up these codes, search elsewhere in this guide:

    • Unit of Measure
    • Sales Classes
    • Purchasing Classes
    • Manufacturers
    • Generic Names
    • Hazard Codes