How to Create Group & Master Group

In this article, we have explained you how to create Master Group & Group in Unisolve/Cross.

For create Group and Master group you have to follow the below given steps:

Master Group: For create Master Group, please select System-> Master Data-> Product Information-> Master Group option. Image as per below: 

 

1. Add : For create new Master Group
   
2. Modify : For correction in name of Master group
   
3. Remove : For remove the master group
   
4. View: For view the details of master group without any correction 
   
5. Print : For print the master group list
   
6. Exit : For close the master group list 
   
7. Duplicate: For check duplicate entry in list 
   
8. Find : For search specific name in list 
   

Here you have to select Add button or use shortcut key Alt+A for add new master group

When you will select or click on add button you will see the screen 

In this window two option is there

                                                          

1. Code: In the above field you have to enter the code for master group code(Up to 7 Char)
   
2. Name: In the above Field you have to enter the master group name (up to 30 char)
   

After enter the above details you have to click on ok when you will click on ok button below given screen will appear which is asking to add the master group in supplier master if you want to add the master group in supplier master (only the name and code other details you have to update) then select yes else no. Image as per below:

                                                                       

Group: For create Group, please select System-> Master Data-> Product Information-> Group option. Image as per below:

Note: The Master Groups same already shows in group list also. If you want to make Sub Group then please create in Group option & give Main Group as Master Group.

Here you have to select Add button or use shortcut key Alt+A for add new Group

When you will click on Add Button below given screen will appear

The details are below of options is given in Group Master:

1. Group Name: Here you have to enter the Group Name (Up to 30 character).
   

1. Code: Code will auto generate but you can change (up to 7 Digit).
   

1. Master Group: Here you have to select the Master Group for the group you can type the code or name here or for list yo u can press enter for open Master Group list Also you can modify (ALT+M )the Master group or can  add master group here it self by using AlT+A.
   

1. Sales Tax: Here you have to select default sales tax for the group products(you can change in product)
   

1. Purchase Method: In this filed enter the purchase method type. By default GENERAL purchase method will appear whenever you press enter on this field.
   

1. Purchase Tax: Here you have to select default purchase tax for the group products(you can change in product).
   

1. Margin: Minimum margin of that group (if the margin will less then updated margin then while purchase you will get message regarding margin)
   

1. Short Name: Here you can enter short group name
   

1. Add sales value of the group in sales report: This option control for add sales value add in some reports.
   

1.  Sup.Discount Info: Here you can select the supplier and product discount for the group
   

1.  Customer Discount Info: Here you can select the customer and product discount for the group
   

1.  Specify Deduction % for Sales (Expiry/Breakage): In this field you can enter the deduction % for Expiry / Breakage less by % receive from Customer.
   

1.  Specify Deduction % for Expiry/Return to Supplier:  In this field you can enter the deduction % for Expiry less by % to Supplier.
   

1.  Supplier: In this you select the supplier for the particular group.
   

After filled the fields you have select ok button for submit the details of Group and your group is success fully will add in master now if you want to add new Group again you have enter the details or if its complete you have to use Esc key or cancel button for come back on group list

For more details, please make a ticket at swildesk.com. 

If you require support please read:  How to get online support (Guide & Video)

Thanks

SWIL Team