Item group lists

An Item group list can be used to do "actions" on multiple item groups. In the item group lists view you find a list of item group lists. Item group list is a list that contains item groups.

From this view you can edit/view existing item group lists or add new item group lists.

Create new item group list

You can create a new item group lists by using New item group list button. You can select item groups by ticking wanted item groups in the + column on the item groups you want to add.

You can also use Filter to filter the item groups you want to add to the item group list. In the example bellow I have filtered on "Item area name" that contains "trim" the result is all item groups with item area name "Trimutstyr":

Tick the item groups you want to add to the item group list in the + column or click on the Select all button to select all item groups in the filter.

If you want to select more item groups, you must remove the filter by clicking on the Clear filter button next to the filter button. Then you can add more item groups, either by ticking one and one item group, or by adding a new filter.

Functions in the new item group details view

At the bottom of the view you have functions that you can use to modify your selection. Some of the functions can be used both on new item group lists and on existing item group lists.

Create item group list

When you have added all the item groups you want in your item group list, click on the Create button to create an Item group list.
When you click Create you have two options: Item group list or Promotion.

1. Click on the Create button and select "Item group list". The "Create item group list" dialog opens.

2. Add name and description (optional).

3. You can define if the list should be private or public. Tick "Available only for me (private)" if the list should be private.

4. Click Save to create the item group list. The Item group list details view opens. Here you see the item groups in the item group list.

5. You can use the buttons at the bottom of the view to modify the item group list.

Create promotion

1. Click on the Create button and select "Promotion" to create a Promotion.

2. The Promotion > New view opens.

3. Your offer will contain the item groups in the item group list. Add the promotion details.

4. Click on the Create button to create the promotion.

See Create new promotion for information on the promotion details.

Please note that you should not use this feature unless you are using the Promotion module.

Select all

You can use the Select all function to select all item groups in the item group list.

To use the "Select all" function you need to use filter to select the items groups you want in your item group list. If you do not use filter the selection will be too large. If you try to us the function without filtering, you get a warning.

Unselect all

You can use the Unselect all function if you want to unselect all the items groups you have selected. The behavior of the function depends if filter is used or not, and if you use the function on a new item group list or on an existing item group list.

Without filter on new item list

If you have selected item groups without using filter in a new item group list, and select the Unselect all function, "Unselect all from item group lists" warning dialog opens.

Click Unselect all to unselect items.

With filter on new item group list

If you select Unselect all when you have used filter in a new item group list, item groups in the filter is unselected. Item groups selected without filter will be kept.
If you use the Unselect all function on an existing item group list you unselect all item groups in the item group list, all item groups in the list will be removed.

Use item group list

You can select an existing item group list to copy to your selection.

Click on the Use item group list button. The "Use item group list" view opens, it gives an overview of existing item group lists. You can either Include or Exclude item groups to your item group list.

Include item groups to selection

Click on the name of the item groups list you want to add to your selection. The "Add item group based on item group list" dialog opens.

Click on the Update selection button if you want to include the item groups in the item group list.

Exclude item groups to selection

Click on the name of the item group list you want to exclude from your selection. The "Remove item group based on item group list" dialog opens.

Click on the Update selection button if you want to exclude the item groups in the item group list.

Use file

You can use an existing file to add item groups to the selection.

Click on the Use file button.
Select how the file should affect your item selection. Default choice is "Include item groups to selection", but you can select "Exclude item groups from selection " instead.

Click Select file to upload the item groups you want to update your selection with. Select the file you want to update; it must have .csv or .xlsx format. Click Open to upload the file.
Click Update selection. Selection is updated.

To add items to the item list you select a .csv file with Item group number (ItemGroupNo) column as identifier.
You can use the "Export groups to Excel" function to create an Excel file that you can use as a template for the file.
Do not remove or unhide the column definitions (in row 2)! Consider removing columns which you do not want to modify, except from the identifier column!

Export item groups to Excel

You can export item groups in the item group list to Excel. Select the item groups you want to export to Excel and click on the Export groups to Excel button. A message is displayed at the bottom of the screen informing you that the export has started.

When the export is finished a notification is shown, and the "bell" icon gets a red mark .
Click on the "bell" to see the notification. The notification panel opens.

You can click on "Download file" to download the Excel file.
The Excel file can for example be used as a basis for a template for adding item groups to the item group list using the Use file function.

View existing item group list

Click on the Item group name (in the Item group name column) on the item group list you want to open.
The item group list opens in a new view. In this view you see the item groups in the item group list.

At the bottom of the item group lists details view there are buttons with functions you can use to modify the item group list. Most of the is described below the description of new item group list.
Functions that you find only in the existing item groups list view is described here.

Create

You can create a "Copy of the item group list" or create a "Promotion" with the item groups in the item group list.

Copy of item group list

You can copy the item group list and use the copy as basis for a new item group list.

1. Click on the Create button and select "Copy of item list". The "Copy of item group list" dialog opens.

2. You can give the item group list a name and add a description (optional).

3. Click on the Save button to create a copy. A copy of the item group list opens in a new view.

Promotion

You can create a Promotion for the item groups in the item group list.

1. Click on the Create button and select "Promotion" to create a Promotion. The Promotion > New view opens.

2. Your offer will contain the item groups in the item group list. Add the promotion details.

3. Click on the Create button to create the promotion.

Please note that you should not use this feature unless you are using the Promotion module!

Edit name and description

You can edit name and description on the item group list.

Click on the Edit name and description button, "Edit name and description" dialog opens. Edit name and/or description.

You can define if the list should be private or public. Tick "Available only for me (private)" if the list should be private.
Click on the Save button to save the changes.

Export item groups to Excel

See Export item groups to excel in Functions in the new item group details view.

Delete item group list

Item group lists can be deleted.

Click on the (…) "More-button" and select "Delete".

A waring dialog opens, you must confirm that you are sure you want to delete the list.

Click on the Delete button to delete the item group list.

Note: It is not possible to restore deleted item group lists.

Deactivate/activate item group list

Item group lists can be deactivated.

Click on the (…) "More-button" and select "Deactivate".

The item group list is deactivated and marked as inactive item group list at top of the screen.
You can activate an inactive item group list by clicking on the (…) "More button" an select "Activated". The item list becomes active.