Organise stock with groups

Last updated: August 28, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Stock Grouping in the reference.

Setup task

What this does

Groups are your own buckets for separating stock that sits in the same place but is not the same thing: sellable versus on hold, good versus return-for-repair, warehouse versus showroom.

Open Groups

Go to Menu > Inventory > Master Data > Groups and click Create.

The Group list, showing two real groups (Normal, Work In Progress) as staging buckets
The Group list, showing two real groups (Normal, Work In Progress) as staging buckets

What to set

  • Code and Name. How the group shows up across Inventory.
  • Description and Notes. What the group is for.
  • Permissions. Whether stock in this group can be sold, rented or used in production.

How they are used

Stock carries a group per location, so the same item can sit in more than one group at once. Stock Finder can then break down or filter By Group, and you move stock between groups with an adjustment entry.

Good to know. Groups are yours to design. There is no fixed list, so name them to match how your business actually stages stock.

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