Groups help organize products within a quote or order helping both your customers and your team stay organized.
Where to Create Groups
You can create groups in:
Product Availability Chart
Set Availability Chart
Transaction Details section
How to Create a Group in the Availability Chart
Open your transaction.
Go to the Product Availability Chart.
Find the Group Navigator on the left side.
Click the gray plus sign.
Enter a group title.
Example:
Entryway
Ceremony
Stage Left
Cocktail Area
Sound Booth
Once selected, any products (or sets if you're in the sets section) you add will automatically go into that group.
How to Create Groups from the Details Section
If products are already on the order:
Go to the Details section.
Click the blue New Group button.
Name the group.
Drag and drop products into the correct group.
Each group has its own color line on the left side to help identify it.
Using the Same Product in Multiple Groups
If a product quantity is greater than one, you can split it across groups.
Click the Split icon next to the quantity.
The system creates an even split automatically.
Adjust the quantities if needed.
Drag the split quantities into different groups.
This allows the same product to appear in multiple locations or areas.
Automatically Group by Category
You can automatically organize products by category.
In the Details section, click Group by Category.
The system will create groups based on the product categories.
Removing Groups
Remove One Group
Ungroup a single group while keeping the products on the transaction by clicking the Ungroup button near the group title
Remove All Groups
Click Remove Group button on the upper right hand side of the details section.
This removes all groups but leaves the products on the order.
Adding Notes or Discounts to Groups
Click the conversation bubble next to the group title to add notes to a group.
You can also apply discounts to an entire group.
How Groups Display to Customers
Groups can appear on customer-facing documents like quotes and orders.
This depends on your document template setup and customizations.
How Groups Display to Your Team
Groups can also help your team organize packing and setup.
Grouped Picking Slip
Products stay separated by group.
Ungrouped Picking Slip
Products combine into total quantities.
Important:
Printing ungrouped removes set names as well as groups meaning products from different sets will combine together.
You can also toggle grouped or ungrouped view on the Digital Picking Slip using the blue Show Ungrouped button.
Default Print Settings
You can control grouped or ungrouped defaults in:
Settings → Order Settings → Printing Options
Need Help?
If you have questions about using groups, contact us at [email protected].