Table of Contents

1. Table of Contents
2. Description
3. Features
   1. Edit Group Details
   2. Delete Group
   3. Add Client
   4. Add Item
   5. Add User
4. Link to Main Page

Description

The Group Details page displays all of the relevant information for the selected group.

All roles can see Groups and Group Details. Only sales managers can create a new group, add or remove clients, items and users from/to any group.

The displayed information includes:

Group Details

• Name (hyperlink to additional information)
• Type
• Number of Clients
• Number of Items (number of total items this group can purchase)
• Number of Users
• Description
• Auto add clients (yes/no)
• Auto add items (yes/no)
• Default for users (yes/no)

Clients

• Client address
• Lead/customer business type
• Sales rep
• Phone/Fax
• Last call date/last invoice date/last assigned

The Clients section includes a search bar and a dropdown to sort entries. Sorting criteria includes:

• Client name (A-Z)
• Client name (Z-A)
• Last Call Date (New-Old)
• Last Call Date (Old-New)
• Last Invoice Date (New-Old)
• Last Invoice Date (Old-New)

Items

• Generic, Brand, Manufacturer
• Item Number
• Size, Strength
• Target Price, Minimum Price
• Quantity On Hand
• Remove icon to remove item from group

The Items section includes a search bar and a series of filters to sort entries. Sorting/filtering criteria include:

• Active (Active, Inactive, All)
• Availability (All, In Stock Only)
• Short Date (All, Short Date Only)
• Sort (Relevance, Description, Price-Low to High, Price-High to Low, Brand Equivalent)

Users

• User #
• Name
• Email
• Remove icon to remove that user from the group

The Users section includes a search bar and a sorting dropdown menu. The sorting dropdown menu allows you to sort by First Name (A-Z or Z-A) or Last Name (A-Z or Z-A).

Note that for groups, each group lists the total number of items that can be purchased by members of that group.

Features

Feature -- Edit Group Details

To edit the group’s details, click the “Edit Group Details” button in the upper right-hand corner of the topmost display card.

An input prompt will open, allowing you to update the group information including:

• Name
• Type
• Auto add clients (check box for yes)
• Auto add items (check box for yes)
• Is selected by default for users (check box for yes)
• Description

Feature -- Delete Group

To delete this group, click on “Delete Group” in the upper right-hand corner of the topmost display card.

A confirmation prompt will appear after you click it. Click “Delete Group” again to delete the group.

Only sales managers can delete groups.

Feature -- Add Client

To add a client to the group, click on the “Add Client” button in the upper right-hand corner of the clients display card.

A prompt will open. Select the client to add from the dropdown menu, then click “Add” to add that client.

Feature -- Add Item

To add an item to the group, click the “Add Item” button in the upper right-hand corner of the items display card.

A prompt will open. Enter the item name into the search area, and click “Add” once you’ve selected it.

Feature -- Add User

To add a user to the group, click the “Add User” button in the upper right-hand corner of the users display card.

A prompt will open. Enter the user name into the search area, and click “Add” once you’ve selected it.

Link to Main Page

Main Page -- Groups