This option allows you to quickly add a group of items rather than adding them individually. This means the group of items is expressed as a single item on your line item grid when you select this item from the drop down list. Keep in mind this list can't be altered within the line item grid of, for example, an invoice, so it's a good idea to create group items for recurring orders you know won't change.
Note: This item is available in QuickBooks Desktop only.
To add this as an item, you will need to add a new item within the Items app, and choose Group.
If you do not see the Items app, you will need to get access permission for this app from your administrator. The Items app is found in the Accounting Lists Pack.
When you select Group, you'll be taken to the New Item Screen. The fields are described below.
- Item Name/Number: Identify the item group by name or by number.
- Description: Include a brief description of the group item.
- Print Items in Group: This flags this record in QuickBooks to be printed on transaction templates the customer can view.
- Active Group Item: Click on this option to ensure this item appears in the "Active" filter view in the Items list, and so it will also appear in drop down lists throughout Method:CRM.
Because you’re referring to a group of items rather than an individual item, there is a List at the bottom of the screen that details which items are included in the group.
You can add new items to this group by clicking ⊕ Add Item. You can also edit the items by selecting them on the grid. In doing so, you'll be taken to a new screen, Group or Assembly Item, to edit these items.
When you have added your individual items to the group item, the individual items you added will only be displayed within the group item itself.
But on the main List Items screen, the Group item (containing these individual items) will be displayed as a single record: