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Stock groups and categories

Stock groups gather similar items for reports — “Grains”, “Oils”, “Spices”. Categories give a second, independent way to slice the same items. New companies start with a Finished Goods group.

Create a stock group

  1. List of Masters → Stock Groups → New, or Alt+C in an item's group field.
  2. Type the Name and choose Under (another group, for a tree such as Grains → Rice).
  3. Set any defaults, then save.
FieldWhat it does
BrandA default brand for items in the group.
GST defaultsGST applicable, HSN/SAC and GST rate that new items in the group start with.
Add item quantities to the group totalReports show a total quantity for the group. Turn it off when the items use different units that cannot be added.
Maintain items in batches, Track expiry dates, Track MRP, Track barcodesDefaults for new items in the group.

Stock categories

List of Masters → Stock Categories. Give each item a category on its More Details, then see stock and profit by category in the reports.

Rules

RuleA stock group can be deleted only when it has no sub-groups and no items. A category can be deleted only when no item uses it.