Line Grouping

Line Grouping is a method to group material, labor and sublet line items together to report sales for them in an alternative way to service categories. It does not replace reporting sales by service category, it works in conjunction with it allow you to group sales in different ways for different purposes. If you operate a franchise, it is an excellent way to group sales in accordance with how you pay franchise fees. For a non-franchise operation and example would be if you wanted to see sales for diagnostic charges but the inspections and services that charge for diagnostics are scattered throughout several service categories, you could create a line group for diagnostics and then put any line items that charge for diagnostics in the diagnostic line group. This way you could easily get a report on sales for diagnostic sales.

Accessing Line Grouping

Add/Edit Line Grouping

Access Line Grouping using the instructions provided above.
To add a new line group click the Add command button in the Action group on the ribbon.
To edit an existing line group, select it from the list and then click the Edit command button in the Action group on the ribbon.
Name - Type in the name of the line group in the provided text box. The name should be descriptive of its purpose.
Description - Type in the provided text box the full purpose of the line group.
Applies to labor lines - If this check box is checked the line group will be made available to labor line items.
Applies to material lines - If this check box is checked the line group will be made available to material line items.
Applies to sublet lines - If this check box is checked the line group will be made available to sublet line items.
Click the OK button to save.

To apply the line grouping to labor, material and sublet line groups, add or edit concerns, inspections and services accordingly.

Change the List Order

To change the list order use the drag and drop technique
Click the Save command button in the Search group on the Ribbon.

Delete a Line Group

List the existing line groupings as instructed above.
Click on the line grouping you wish to delete.
Click the Delete command button in the action group.
Click Yes to confirm.