Create a new group

When creating a group, multiple products and packaging instructions can be assigned at once.

Prerequisite

Expert or Administrator role

Procedure

1. Open the Master data > Groupings menu.
   Master data: Groupings
2. Use in the header to open the Create grouping dialog window.

   

3. Enter the following details:
   • Name
   • Description
4. If necessary, select the required products and packaging specifications and add them to the group:
   • If necessary, in the Elements text box, search by Type/item number or Description of a product or packaging specification.

     The search only contains products and packaging specifications that do not yet belong to a group.
     The search terms can be entered in full or in part.
     Note upper and lower case.

     The search results are displayed in the list below the Elements text box.

     If no search term is entered in the Elements text box, all products and packaging specifications that do not yet belong to a group are displayed.

   • Check the relevant checkbox in the list to add products and packaging specifications to the group.
5. Click Save to create the group and add the selected products and packaging specifications.

The new group is displayed in the overview of groupings. The selected products are displayed under the created group in Product parts lists and Product assembly plans. The selected packaging specifications are displayed under the created group in Packaging specifications.

• Continue with Edit group to edit a group.
• Continue with Deleting a Group to delete a group.