Group Items on Issue Document

This chapter provides instructions on how to group items with the same sales condition and summarize their quantities when printing. This functionality is available on POS issue documents.

Printing documents containing items with the same price policies and different quantities separately represents an additional cost for companies.

Case summary Calvin Clerk from Sales likes to group items and quantities on the printed document to avoid wasting paper. This is done as follows:  Setting the POS Document Type Reviewing Changes

1. Setting the POS Document Type

In order to set the settings for Grouping items on printout on POSX issue documents, the person responsible selects Settings | Program | Document Types in the main menu.

The Document Types register window opens.

The person responsible selects the checkbox Group items on printout, and saves the changes by clicking the  button in the toolbar.

WARNING Changes to the settings must be saved so that they can be reflected immediately

2. Reviewing Changes

The person responsible checks the applied settings by opening the POSX issue document and inserting a new record, where two items with the same price but different quantities are added in different lines.

Next, the person responsible selects the Print button and the document report is displayed with two items, one of which is grouped.

Hint For the basics and necessary preparations of this module, see the chapter Working with the POS Module.