Sub Groups Setting in Inventory Management Module

The Sub Group classification is used to further categorize items within Commodity Groups. This data is available in the Sub Group dropdown on the Add/Edit Item page.

1. Adding a New Sub Group

To add a new Sub Group to your organization:

Step 1: Access Sub Group Settings

1. Navigate to Settings under the Inventory Module from the left sidebar.
2. Select Sub Groups from the menu.
3. Click the Add Sub Group button.

Step 2: Enter Sub Group Details

On the Add Sub Group page, fill in the following details:

1. Sub Group Code – Enter a unique identifier for the sub group.
2. Sub Group Name – Specify the name of the sub group.
3. Select Group Name –
   • Double-click to choose a Commodity Group.
   • The system retrieves available Commodity Groups from the Commodity Group menu.
   • Only Commodity Groups marked as Display will be available for selection.
4. Order – The lower the order number, the higher the sub group appears in the Sub Group dropdown.
5. Display Option –
   • ✅ Checked → The sub group is visible in the Sub Group dropdown (Items Menu → Add/Edit Item form).
   • ❌ Unchecked → The sub group is hidden and will not be available for selection.
6. Note – Enter any additional details related to this sub group.

Step 3: Save the Sub Group

• Click the Save button to confirm and create the sub group.

2. Editing a Sub Group

To modify an existing sub group:

Step 1: Access the Sub Groups Menu

1. Navigate to Settings under the Inventory Module from the left sidebar.
2. Select Sub Groups from the menu.

Step 2: Edit the Sub Group

1. Hover over the sub group to be modified and click Edit.
2. Make the necessary changes.
3. Click Save to apply the updates.

3. Deleting a Sub Group

If a sub group is no longer in use, you can delete it.

Step 1: Access the Sub Groups Menu

1. Navigate to Settings under the Inventory Module from the left sidebar.
2. Select Sub Groups from the menu.

Step 2: Delete the Sub Group

1. Hover over the sub group to be deleted and click Delete.
2. Confirm the deletion in the pop-up message.
3. The sub group will be permanently removed.

Final Notes

• Sub Groups help refine inventory organization within Commodity Groups.
• Use the display option wisely to control which sub groups appear in item selection lists.
• Deleted sub groups cannot be recovered, so ensure they are no longer required before deletion.