General - Creating a New Department Item Group


Overview

Department item groups are a way to organize your department items to make them easier to find when adding them to quotes and orders.



Creating a New Department Item Group


Step    Action

  1.      Select {Settings} and then select {General} under Dockets.

  2.      Select {Department Item Groups} on the right-hand side of screen to auto

             scroll to Department Item Groups section.

  3.      Select {New} under Department Item Groups. A New Department Item

             Group modal window will open.

 

  4.      Enter new department item group name.

  5.      Select Save option.

Field
Description
Save

Use to add a single department item group. A results window will pop up to indicate the department item group has been successfully saved.


Select X to close pop up results window.

Save & Add New
Use to save and add additional department item groups. A results window will pop up to indicate the department item group has been successfully saved and the New Department Item Group modal window will remain open.

Add additional department item groups as required.





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