How to create Item Groups in Accoxi?

By using this feature User can arrange the product group-wise.

GROUP IN ACCOXI

In ACCOXI, the Group feature is utilized to categorize products based on specific groups. Users can organize products according to different groups, and ACCOXI provides functionality to input and access data related to these product groups. This can be done through the inventory module within ACCOXI.

Group

Key features include:

  1. Unified Group View: Users can easily access and view all created groups within a single window, providing a centralized location for efficient group management.
  2. Status Filtering: The system allows users to filter groups based on their active or inactive status, streamlining organization and analysis.
  3. Simplified Group Creation: Creating new groups is a user-friendly process, eliminating the need for complex procedures and ensuring a straightforward experience.

Group (1)

OPTIONS AVAILABLE IN GROUP MENU

Upon clicking the Inventory Module and selecting the "Group" menu, users will be redirected to a dedicated "GROUP" window. In this interface, users can conveniently view all the created group data for products, providing a centralized and organized overview within ACCOXI.

Menus Available In Group

1. FILTER

The filter option in the GROUP search window facilitates users in refining the displayed GROUP data.

GROUP filtering can be executed in two ways. Firstly, users can input the GROUP name directly into the search bar near the filter option. Alternatively, by clicking the filter drop-down, users can further narrow down the data by entering details such as the group name and the group status (active/inactive).

2. NEW

The creation of a new group is initiated by selecting the "New Group" option.

Steps to Add a New Group:

  • Navigate to the inventory module and click on the Group option.
  • Choose the "New Group" button, redirecting the user to the form for creating a new Group.
  • In the form, enter the group name and set the status of the group.
  • Complete the process by clicking the "Save" button to store the newly created Group.

Group Creation

Field

Description

Group Name

Input the name of the group in this designated field.

Active

To enable or disable the status of the group, use the activation or deactivation option.

#

Displays the serial numbers of the data within the table.

Group Name In Table

Displays the names of previously entered groups.

Status

Indicates the status of previously entered group data.

Edit

Enables the editing of previously entered group data.

Color Filter

Highlights inactive groups in red color, facilitating easy identification of active and inactive groups for the user.

Pagination Control

Manages page navigation and size. The page size can be adjusted to 10, 20, 50, or 100. By entering the page number in the designated box and clicking the "Go" button, the user can navigate directly to the specified page.

Save

Use the "Save" button to save the newly created group.

Cancel

To discard the entered data in the New Group window, you can use the "Cancel" button.

Exit

This button allows you to exit from the entire Group window.

DATA AVAILABLE IN GROUP SEARCH TABLE

Field

Description

#

The serial number of the data in the table is presented here.

GROUP NAME

The name of the created group is displayed in this column.

STATUS

The status of the group, whether it's active or inactive, is indicated here.

3. REFRESH

If the most recent data is not displayed, click on the refresh icon at the top left corner of the page to fetch the updated information.

4. EXPORT

Export the group list to Excel format by clicking the Export button at the top right corner near the +New button. Choose the file location and click save.

5. COLOUR FILTER

Inactive groups will be displayed in red within the search results.

6. EDIT

To modify group data, easily access the Edit option. It redirects the user to update the group name column, allowing for changes to the group name and status.

7. PAGINATION CONTROL

Manage page navigation and size with the Pagination Control. Adjust the page size to 10, 20, 50, or 100. Enter a page number in the designated box and click the Go button to navigate directly to the specified page.

8. EXIT

Located below the pagination control, the Exit button allows you to leave the group search page. Click on Exit if you wish to exit the current page.

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