Inventory Tree

• Overview
• Adding a Parent Inventory Group
• Adding a Child Inventory Group
• Editing Inventory Group Settings
• Changing the Order of Inventory Groups
• Deleting an Inventory Group

Overview

Your inventory is organized into an inventory tree located in the left-hand menu (called the Resource Browser) under the  Inventory icon. The inventory tree consists of parent inventory groups and child inventory groups. Through the  Configure cog-wheel icon, you can open the Inventory Tree Configuration tab in order to create new parent and child inventory groups, rearrange groups and edit group settings.

Adding a Parent Inventory Group

1. Select the  Configure cog-wheel icon. 
2. Click the  New icon at the bottom of the tab.
3. Give the new inventory group a name and an icon (click the search icon to launch the icon library).. 
4. Click ADD.

Adding a Child Inventory Group

1. Hover over the inventory group that you want to add a child group to.
2. Click the  Options Menu icon.
3. Click Add Child Group.
4. Give the new child inventory group and name and an icon (click the search icon to launch the icon library).
5. Click ADD.

Editing Inventory Group Settings

1. Double-click on the inventory group that you want to edit.
2. Edit the inventory group information.
   • Name: The name of the inventory group as it will appear in the inventory tree.
   • Icon: Click the search icon to launch the icon library.
   • View Groups: If any security group is checked, only members of that security group will be able to view the inventory group. If no security groups are checked, then all users will be able to view the inventory group.
   • Management Group: The security group that primarily manages the inventory group (optional).
   • Sales Account: Select an account if you want the items from this group to be applied to that account when pushing invoices to QuickBooks.
   • Purchase Account: Select an account if you want the items from this group to be applied to that account when pushing invoices to QuickBooks.
   • Safe Work Methods: Select a previously created Safe Work Method if it applies to this inventory.
3. Click OK.

Changing the Order of Inventory Groups

1. Hover over the the inventory group that you want to move.
2. Click and hold the  icon to drag and drop the inventory group.
3. Choose whether you want to move the group inside, above, or below another group.

Deleting an Inventory Group

1. Hover over the inventory group that you want to delete.
2. Click the  Options Menu icon.
3. Click the  Delete Group icon.
   
   
4. Confirm that you would like to delete the inventory group by clicking Yes.