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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
- List of Masters → Stock Groups → New, or Alt+C in an item's group field.
- Type the Name and choose Under (another group, for a tree such as Grains → Rice).
- Set any defaults, then save.
| Field | What it does |
|---|---|
| Brand | A default brand for items in the group. |
| GST defaults | GST applicable, HSN/SAC and GST rate that new items in the group start with. |
| Add item quantities to the group total | Reports 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 barcodes | Defaults 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.