General - Editing a 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.



Editing a 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.      Hover mouse over the name of Department Item Group to be edited. A pencil 
             icon will appear on the right-hand side of the name. Select the pencil icon. A 
             modal Edit Department Item Group window will open.


 4.      Make required changes.

 5.      Select Save option.

Field
Description
Save

Use to edit 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 edited group 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 open.

Add additional department item groups as required.



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