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Managing Inventory Groups

You can create, edit (change information about or add and remove items), and delete inventory groups.

Brass Jacks Bookkeeper determines the available quantity of a group based on the availability of all the items required to make up the group. If the group is for service items only, then the available quantity is shown as Unlimited. As an example:

If a group, Special Bundle, is defined as having 2 Blue Widgets and 3 Red Widgets, and the inventory shows 4 Blue Widgets and 4 Red Widgets, then the Available Quantity for the Special Bundle is 1. One Special Bundle can be sold with 2 Blue Widgets and 3 Red Widgets. There are 2 extra Blue Widgets and 1 Red Widget available for sale individually.

To view and manage inventory groups:

1. Choose Inventory > Manage Inventory Groups.
2. Review the items listed in the Inventory Groups dialog box.
   You can view a group's name, the available quantity of a 'bundled' item, and its current value.
   By default, Brass Jacks Bookkeeper only lists active inventory groups.
3. To include and view inventory groups that have been inactivated, select the Include Inactive Groups check box.
4. To view items in a group, click its plus sign (+).
   Brass Jacks Bookkeeper shows the number of individual items that make up the group.
5. To view more details about or edit an existing inventory group, expand the group and double-click an item (or service) within the group or select an item (or service) in the group and click Detail. Make any necessary changes and click OK. (For information, see Editing Inventory Group Information.)
6. To add a new inventory group, click the Add button. Enter the required information and click OK.
   (For information, see Adding Inventory Groups.)
7. To delete an inventory group, select an item (or service) in a group and click Delete. Then, in the confirmation message box, click Yes.
8. To save any changes and close this dialog box, click OK.