General - Department Item Groups


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} to add a single department item group or {Save & Add New} to save and 

           add additional department item groups. A window will pop-up to confirm Department Item 

           Group added successfully.



 


Watch Adding a Dept Item Group



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 and select the pencil 

            icon that appears on the right-hand side of the name. An Edit Department Item Group 

            window will open.


 4.      Make required changes.

 5.      Select {Save} to add a single department item group or {Save & Add New} to save and 

          add additional department item groups. A window will pop-up to confirm Department Item 

          Group added successfully.



Watch Editing Department Item Groups



Deleting 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.      Select entries under Department Item Groups to be deleted by checking

           boxes on the left-hand side. All entries can be deleted by checking box to right

           of {New} under Department Item Groups.



  4.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  5.      Select {OK} to delete selected items. A results window will pop-up to indicate

           the selected department item groups have been deleted.



Watch Deleting a Department Item Group