Item Group

The Item Group section is used to configure and manage item categorization groups for inventory and asset-related operations. Item Groups help organize items based on category types, operational modules, and service classifications.

Item Groups are referenced across multiple inventory and asset management workflows, including:

• Purchase Order

• Work Order

• Asset Management

• Incident Management

• Item Templates

• Inventory transactions

These configurations help standardize item classification and improve inventory organization across enterprise operations.

Examples:

• Material Items

• Service Items

• Tool Categories

What you see on the screen

The Item Group page displays all configured item groups along with search, filtering, pagination, and management actions.

Users can:

• Search configured item groups

• Apply filter conditions

• Create new item groups

• Edit existing item groups

• Delete item groups

• Perform bulk selection operations

Item Group | Basic Details

Label	Action	Description / Example
Search	Enter keywords in the search field	Search configured item groups using Item Group Name, Item Group Code, Category Type, or Modules. Example: Electrical Consumables
Filter	Select the filter icon	Apply advanced filter conditions to narrow item group records. Fields: Item Group Name, Item Group Code, Category Type, and Modules.
Add Item Group	Select the button	Opens the Add Item Group configuration window.
Column Details
Code	Displays the configured item group code	Shows the unique code associated with the item group. Example: ITMGRP001
Name	Displays the configured item group name	Shows the configured item group name. Example: Electrical Consumables
Category Type	Displays the selected category type	Shows the configured category classification. Example: Material
Modules	Displays associated modules	Shows the modules linked with the item group. Example: Purchase Order, Asset Management, Service
Is Service	Displays the service toggle status	Indicates whether the item group is configured as a service item group.
Description	Displays additional item group details	Shows supporting information related to the item group configuration. Example: Used for grouping material items related to maintenance operations.
Action Icons
Edit	Select the edit icon	Used to modify an existing item group configuration.
Delete	Select the delete icon	Used to delete the selected item group configuration.
Bulk Edit
Selection Checkbox	Select one or more records	Used to perform bulk selection operations on item group records.

Add Item Group

The Add Item Group window is used to configure item-group details, including the item-group name, code, category type, associated modules, and service classification.

Details Page | Add Item

Label	Action	Description / Example
Item Group Name *	Enter the item group name	Specify the name of the item group. Example: Electrical Consumables
Item Group Code *	Enter the item group code	Specify the unique code for the item group. Example: ITMGRP001
Category Type	Select a category type from the dropdown	Defines the classification type for the item group. Available options include Material, Service, and Tool.
Modules	Select one or more modules from the dropdown	Defines the modules to which the item group configuration applies. Available options include Incidents, Purchase Order, Work Order, and Asset Management.
Is Service	Enable or disable the toggle button	Used to identify whether the item group belongs to service-related operations.
Description	Enter additional details	Provide a brief description of the item group usage or purpose. Example: Used for grouping material items related to maintenance operations.

Once added, click Next to proceed to the Add Code configuration step.

Add Code | Basic Details

The Add Code page is used to associate commodity/item codes with the configured Item Group. Users can search for and select item records to be mapped to the selected Item Group configuration.

Select the required code from the available list to associate it with the Item Group configuration.

For more information about item code configuration, refer to the Item Code section.

After completing the configuration, click Save to save the configured Item Group.