How to create a group

Created by Emily A, Modified on Mon, 9 Jun at 10:00 PM by Emily A

Group It. View It. Control It.

With INTOAEC's Inventory Page, you can streamline your material management by creating groups tailored to your project needs. Each group provides a quick overview of all contained items and their collective value, helping you stay in control of your stock without digging through long lists.

How to Create a Group in the Inventory Page – Detailed Steps

Click on the “Create Group” Button

On the Inventory Page, locate the “Create Group” button, usually positioned at the top or near the group section.
Click on this button to begin the process of creating a new group.

View the Popup Window

After clicking the button, a popup window titled “Create Inventory Item Group” will appear.
This popup is used to enter details about the new group you’re creating.

Enter a Group Name

In the popup, you will see a text field labeled “Group Name.”
Type in a meaningful name for the group, such as “Electrical Materials – Site A” or “Concrete Supplies – Project 3.”
Make sure the name is descriptive enough for easy identification later.

Click on the “Create” Button

After entering the group name, click the “Create” button inside the popup to confirm and create the group.

View the New Group on the Inventory Page

Once the group is created, it will immediately appear on the Inventory Page as a group card.
The group card will show:
- The group name you entered.
- The total number of items in the group (initially zero if no items have been added yet).
- The overall value of the items in that group (automatically calculated as items are added).
Use the search bar to quickly find a specific group by its name.

Deleting a Group in Inventory

Click on the delete icon on the group card to delete a group.
If there are items in the group, an error message will appear.
The error message will inform you that the group cannot be deleted until it is empty.
Remove all items from the group before attempting to delete it.
Once the group is empty, you can delete it successfully.