Home > Managing Inventory > Grouping Inventory Items > Adding Inventory Groups

Adding Inventory Groups

You can bundle items or services together to have multiple items or services as single line items on invoices. You could also create an inventory group for special sales.

To add an inventory group:
  1. Choose Inventory > Manage Inventory Groups.
  2. In the Inventory Groups dialog box, to add a new inventory group, click the Add button.
  3. In the Inventory Group Detail dialog box, type a Group Name.
    This is used as an internal identifier. Brass Jacks Bookkeeper copies this to the Display As box.
  4. If you want a different name than the Group Name to appear on invoices, adjust the text in the Display As box.
  5. If you wish, type a Description and an Item Number.
  6. Specify an Account from the list. (If you don't have an appropriate account available, see Maintaining the Chart of Accounts.)
  7. Type a Retail Price for this group of items or services.
    If you don't specify a price, Brass Jacks Bookkeeper warns you when you save the group, but you can have a group with a price of $0.00.
  8. If this inventory group's items are not taxable, clear the Taxable check box.
  9. To add items to the inventory group, click the Add Item button.
  10. In the Invoice Item Selection dialog box, select one or more items.
    (To select multiple individual items, press Ctrl as you click each item. To select a range of items, select the first item and then press Shift as you select the last item.)
    You cannot add a inventory group to another inventory group. For more details about this dialog box, see Adding Items to an Invoice.
  11. Specify the required number of items in the Quantity box.
    You can adjust individual quantities in the Inventory Group Detail dialog box.
  12. Click Add to Group.
  13. Repeat steps 10-12 until the group's items have been defined. Then click Close.
  14. If necessary, adjust the Quantity for each item.
  15. To save this inventory group and its items, click OK.