The Commodity Group classification helps organize inventory items efficiently. This data is used in the Commodity Group dropdown on the Add/Edit Item page.
1. Adding a New Commodity Group
To add a new commodity group to your organization:
Step 1: Access Commodity Group Settings
- Navigate to Settings under the Inventory Module from the left sidebar.
- Select Commodity Group from the menu.
- Click the Add Commodity Group button.
Step 2: Enter Commodity Group Details
On the Add Commodity Group page, fill in the following details:
- Commodity Group Code – Enter a unique identifier for the commodity group.
- Commodity Group Name – Specify the name of the commodity group.
- Order – The lower the order number, the higher the commodity group appears in the Commodity Group dropdown.
- Display Option –
- ✅ Checked → The commodity group is visible in the Commodity Group dropdown (Items Menu → Add/Edit Item form).
- ❌ Unchecked → The commodity group is hidden and will not be available for selection.
- Note – Enter any additional details related to this commodity group.
Step 3: Save the Commodity Group
- Click the Save button to confirm and create the commodity group.
2. Editing a Commodity Group
To modify an existing commodity group:
Step 1: Access the Commodity Group Menu
- Navigate to Settings under the Inventory Module from the left sidebar.
- Select Commodity Group from the menu.
Step 2: Edit the Commodity Group
- Hover over the commodity group to be modified and click Edit.
- Make the necessary changes.
- Click Save to apply the updates.
3. Deleting a Commodity Group
If a commodity group is no longer in use, you can delete it.
Step 1: Access the Commodity Group Menu
- Navigate to Settings under the Inventory Module from the left sidebar.
- Select Commodity Group from the menu.
Step 2: Delete the Commodity Group
- Hover over the commodity group to be deleted and click Delete.
- Confirm the deletion in the pop-up message.
- The commodity group will be permanently removed.
Final Notes
- Commodity groups help categorize inventory more effectively, making it easier to manage stock.
- Use the display option wisely to control which groups appear in item selection lists.
- Deleted commodity groups cannot be recovered, so ensure they are no longer required before deletion.