Work with major product groups

Use Major Groups to group related price groups in Inform ERP.

Create, edit, and delete Major Groups from File>Product>Major Group, and then assign a Price Group to a Major Group on File>Product>Price Group. These procedures are all described below.

See also: Set up price groups and Create and edit products

Create a new major group

1. Go to File > Product > Major Group.
2. Click New.

   

3. In the Major Group box, using up to 10 characters, type a brief description of the major price group, and then press the Tab key. For example. "FAC MAINT."
4. In the Description box, type up to 30 characters of a more user friendly description. For example,. "Facility Maintenance."
5. Click Save.

To assign a price group to a major group

1. Go to File > Product > Price Group.
2. In the Price Group box, type or search for the group you want to assign to a Major Group.
3. Click Edit.

   

4. In the Major Group box, click and choose the parent price group.
5. Click Save.

To update the description of a major group

1. Go to File > Product > Major Group.
2. In the Major Group box, type or search for the group you want to edit. Press the Tab key.
3. Click Edit.
4. Modify the Description of the major group.
5. Click Save.

To delete a major group

1. Edit a major group as described above.



2. Click Delete.
3. On the Confirmation message that appears, click OK.

   

To view available major groups

1. Go to File > Product > Major Group.
2. Click Report.

   

3. On the Field Selection pop-up that appears, you can choose which fields appear. Drag the fields into the Print Order area, and then click OK.
4. On the Print Document pop-up, click View.