Item Groups (Overview)

In the hire industry, managing similar items efficiently is crucial for smooth operations. Item Groups in HirePOS allow you to organize and apply attributes across a pool of identical hire items. This document provides a comprehensive guide on creating, managing, and utilizing Item Groups effectively.

To create a new Item Group Master Record:

1. Go to Setup > Item Related > Item Groups (Master Records).

2. Click the New Group button to initiate a new Master Record.

3. Assign a unique Group Code (up to 15 characters).

4. Modify relevant fields to apply changes across all items within the group.

5. Add a descriptive name for the Master Record.

6. Select an Item Type (mandatory).

7. Opt to update descriptions for all items in the group.

To add existing items to a group:

1. Edit the item in Setup > Items and select a Group Code from the dropdown.

To add new items to a group:

1. Navigate to Setup > Items, access the Hire (Grouped) tab.

2. Click the +New Item Button next to the desired master record and assign a unique item code.

To remove an item from a group:

1. Locate the item in Setup > Items or use the Items In Group tab in the Item Group setup.

2. Clear the Group Code field and save changes to remove the item from the group.

Various additional fields can be customized for all items within a Master Record, including Sales Prompt, Returns Prompt, Invoice Message, Docket Message, Metered status, Inspection Checklists, and Rates/Prices configuration.

Companions can be added to a Master Record to streamline the sales process. Companions are optional items that can be attached to primary items for easy selection during sales.

To add or remove companions:

1. Go to Setup > Items and select the item.

2. Access the Companions tab, add or remove items as needed.

Efficiently utilising Item Groups in HirePOS can significantly enhance your hire item management process. By following the steps outlined in this document, you can create, manage, and optimise Item Groups to streamline operations and improve overall efficiency.