Department Item Groups are a way to organize your department items to make them easier to find when adding them to quotes and orders. These groups can be customized to suit your business needs.

To Create 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 pop-up will confirm Department Item Group 

           added successfully.