Creating Your First Group

It’s easy to create your first group. As shown in the prior section, you first select at least one single row (or multiple rows, or “all”) and when you do that the Bulk Action items appear at the top of your Material List table, then follow the steps below. To see how to add more groups, see the next section.

1. NAME THE GROUP: Click in the text box to type in the name of the group.
2. CLICK “CREATE”: When you finish typing, click the blue “Create Group”  button (group name).
3. OPEN CONTROL PANEL: Click on the gear icon at the top right of the page to open the Control Panel and then click on “Product Groups” at the top.
4. HIDE/SHOW OR DELETE: To show/hide or delete a Group, click the check boxes next to the group names that you want to see. To delete a group, just click the trash can next to the group you want to get rid of. Click anywhere outside of the control panel to close that window.
5. THE GROUP “TABS”: Once you’ve created the group(s) you want, they will appear as tabs next to other tabs you may have open (like CSI Divisions). Just click on that tab to see that info, and you can move, add, remove or modify those items.