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Inventory Group

Access: Click Inventory > Item Group in the sidebar menu

This section allows you to organize products into groups for easier management and tracking.

Inventory Group

Overview​

Inventory Group makes managing multiple related products simple and efficient. Organize similar items together for better inventory control and streamlined operations.

Key Features​

Group Products​

Combine similar items into one group for better tracking:

  • Related Items: Group products that are used together
  • Categories: Organize by product type or category
  • Bundles: Create product bundles or kits
  • Easier Management: Manage multiple related products at once

Search Products​

Quickly find items to add to a group:

  • Search by product name
  • Filter by category
  • Find products by ID
  • Browse available inventory

View Details​

See comprehensive information for each grouped item:

  • Product ID: Unique identifier
  • Product Name: Full name and description
  • Quantity: Current stock level for each item in the group
  • Group Total: Combined quantity across all items in the group

Export Data​

Download grouped inventory for:

  • Reporting and analysis
  • Record-keeping
  • Sharing with management
  • Inventory audits

How to Create an Inventory Group​

1. Click Add Group​

Navigate to the Inventory Group page and click the Add Group button.

2. Name Your Group​

Enter a descriptive name for the group:

  • Examples: "Coffee Essentials", "Milk Tea Bundle", "Morning Supplies"
  • Use clear, identifiable names

3. Add Products to Group​

Search and select products to include:

  • Use the search bar to find products
  • Select products from your inventory
  • Add multiple products to one group
  • Specify quantities if needed

4. Save Group​

Click Save to create the inventory group.

Managing Inventory Groups​

View Group Details​

  • Click on any group to see all products included
  • View total quantities across the group
  • See individual product details

Edit Group​

  • Add or remove products from the group
  • Update group name or description
  • Adjust product quantities within the group

Delete Group​

  • Remove groups that are no longer needed
  • Products remain in inventory (only group is deleted)
  • Requires confirmation

Benefits of Inventory Groups​

Simplified Tracking​

  • Monitor related products together
  • Track bundle availability
  • See complete picture of product sets

Efficient Ordering​

  • Order complete sets at once
  • Ensure all components are available
  • Avoid missing items in bundles

Better Organization​

  • Categorize inventory logically
  • Find related products quickly
  • Streamline inventory management

Reporting​

  • Generate reports by product group
  • Analyze group performance
  • Track group-level inventory turnover

Common Group Examples​

Coffee Station Essentials​

  • Coffee beans
  • Filters
  • Cups and lids
  • Stirrers and napkins

Milk Tea Supplies​

  • Tea leaves
  • Tapioca pearls
  • Flavorings and syrups
  • Straws and cups

Breakfast Bundle​

  • Bread products
  • Spreads and toppings
  • Beverages
  • Serving supplies

Best Practices​

  • Logical Grouping: Group products that are actually used together
  • Clear Names: Use descriptive group names
  • Regular Review: Update groups as your product mix changes
  • Avoid Overlap: Don't include same product in multiple groups unless necessary
  • Export Regularly: Download group data for records and analysis
Efficient Management

Inventory groups help you manage multiple related products as a single unit, making ordering, tracking, and reporting much more efficient.

Product Independence

Products in a group maintain their individual inventory records. Grouping is for organizational purposes and doesn't affect individual product management.