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Work with major product groups

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Use Major Groups to group related product lines in Inform ERP.

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

ClosedCreate 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 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.
ClosedTo assign a product line to a major group
  1. Go to File > Product > Product Line.
  2. In the Product Line box, type or search for the product line you want to assign to a major group, and then press the Tab key. 
  3. Click Edit.
  4. In the Major Group box, click and choose the parent group.
  5. Click Save.
ClosedTo 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.
ClosedTo delete a major group
    1. Edit a major group as described above.

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

ClosedTo 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.

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