Items - Grouping Items

An Item can be grouped from the Order/Quote view page.

Step     Action

  1.       Select entries under Items to be grouped by checking boxes on the

            left-hand side. All entries can be grouped by checking box to left

            of {New} under Items.  


  2.      Select {Group}. A New Item Group modal window will open.

  3.      Complete the fields.

  4.      Select {Save}. A results window will pop up to indicate the order
           items have grouped. The new group will be visible in the Items table.

  5.      Select X to close pop up results window.