Item Groups are used to organize data that's import to the items you buy and sell. Ex: Maybe the "country of origin" property important to some items but not others.
Create Item Groups
An Item Group categorizes all the relevant Item Properties for a specific set of items you purchase or sell. This organization helps ensure these fields are available when you create an item within the respective group, it can also make specific fields required so they are never missed.
Common Item Properties include "Size/Cull," "Grade," "Brand," "Species," and "Country of Origin."
- For instance, the "Size/Cull" property is critical for items like Oysters or Scallops but may not be relevant for Mussels.
- Similarly, the "Grade" property is significant for Tuna or Swordfish, while it may not apply to other types of fish.
- The "Brand" property holds importance for Oysters but is less so for Clams or various fish species.
To create an Item Group, navigate to:
Settings > Item Groups > Add Item Group > Disable any unnecessary fields > Set any essential fields as Required.
It is advisable to designate both species and department as required fields.
Item Naming Conventions
Item Groups play a crucial role in configuring item names. Users can choose to set the Item Name manually (static) or opt for a dynamic generation method by selecting specific item properties to create a name.
There are two primary options for naming:
1. Manual Naming: This approach involves writing out the name for each item individually.
2. Automatic Naming: This method combines various item properties to generate a consistent name. For example, an Auto Name Convention might follow the structure: Brand : Size/Cull : Species : Quantity Description.
An example of this would be "Wellfleet : Petite : Eastern Oysters : 100 Count Bag."
Additionally, if your team prefers to refer to items using codes, you can set up Auto Name Creation that utilizes only the SKU property. This tool is ideal for teams that prioritize coding over descriptive naming.
How to setup an automatic naming convention for the Oyster Item Group we created above: