| □ | The Sale Item Group Form allows you to define any number of Group Names that may later be assigned to Sale-Purchase Items. |
| • | These Sale Item Groups should be designed as a logical grouping for Sale-Purchase Items based on their use (e.g., Inventory Items, Labor Rates, Installation Packages, Recurring Revenues). |
| • | Create, then assign Sale Item Groups to Sale-Purchase Items where there are many of the same type (group). |
| □ | Once Sale-Purchase Items have been assigned to a Sale Item Group, they are able to be located when creating a new Sale either: |
| 1. | Individually within a Drop-Down Selection List, or |
| □ | To define a Sale Item Group: |
| • | From the Main Menu select Maintenance, Choose Accounts Receivable menu, and then Click Sale Item Group. |
Sale Item Group Form
| • | This Sale Item Groups Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out. |
| • | Navigation Menu - The Navigation Menu is located at the top of the Sale Item Group Form. |
| • | This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions. |
| • | Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Sale Item Groups Form. |
| • | Table View tab - A tabular (spreadsheet style) Table View of the currently defined Sale Item Groups is accessible by Clicking the Table View tab at the bottom of the Sale Item Groups Form. |
| • | To display a specific Sale Item Group record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter). |
| • | This Table View information may be Pinned in Place by Clicking the Pin Icon on the right. |
Sale Item Groups Form - with Table View tab Pinned Open
| ▪ | You may Un-Pin this Table View by Clicking the Pin Icon again. |
| ▪ | Click on any listed record to display that information in the center (Main Body) of the Form. |
| • | There are two columns of data in this Sale Item Group Record Listing: |
| 1) | ID - The record ID assigned by the system when the entry is originally saved. |
| 2) | Group Name - The description of the Sale Item Group. |
| • | Each column's Header Name describes the data contained in that column. |
| ▪ | Clicking on a Header Name will set the order in which the Sale Item Groups will be listed. |
| ▪ | Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending). |
| ▪ | The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name. |
| • | Click the  Icon to start a Sale Item Group entry in the Record Editing section. |
| ▪ | ID - This record number will be assigned after the entry is initially saved. |
| ▪ | Group Name - Enter a Description of this of the Sale Item Group. |
| o | The Description may up to 40 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks. |
| • | Click the  Icon to to record this Sale Item Group. |
| • | Any number of additional Sale Item Groups may be created. |
| □ | Using the Special Functions on the Navigation Menu at the top of the Sale Item Group Form: |
| • | Print - Click the Print Icon to View and/or Print a list of the Sale Item Groups. |
| • | Yes - Click the Yes button to View a copy of the report. |
| • | No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File. |
| • | Cancel - Click the Cancel button to close this Print question and return to the Form. |
| • | Search - Click the Search Icon to open the Search Sale Item Group dialog. |
Search dialog
| • | See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog. |
