Select Group Code in a Booking

When working with items in the Booking/Invoice screen, it's important to understand how to utilize the item grouping feature effectively. This feature allows you to streamline the selection process and manage items more efficiently. This document provides a step-by-step guide on how to use the item grouping functionality in the Booking/Invoice screen.

When selecting an item via the item Code column in the Booking/Invoice screen, follow these steps:

1. Click the Show Grouped link in the items dropdown.

For instance, if you have an item group set up with Group Code FL, you will notice the following:

• You will only see 1 row with the FL Group Code instead of multiple rows with individual Item Codes.

• A Group Code will be displayed in the Code column in red font, distinguishing it from individual item Codes.

When a Booking goes On Hire, meaning the Hired From field is populated, a specific process needs to be followed:

1. When attempting to save the Booking, you will be directed to another screen to select the specific Item Code that has been dispatched for hire.

By following these guidelines, you can effectively manage item grouping in the Booking/Invoice screen, ensuring a smooth and efficient workflow.