đŸ“Ļ

Company Group Setup

Define product groups within each company to organize products into categories (e.g., Pharma, OTC, Surgical).
How to Open
Menu → Setups → Company Group
Keyboard Shortcuts
F12 Save   F5 New/Clear   Esc Close
đŸ–ŧī¸

Form Preview

Company Group Setup Form
Company Group Setup form — fields with a red left border are mandatory
📝

How to Use

➕ Adding a New Row

  1. Open Company Group Setup from the menu
  2. Select the filter dropdown (Company) if applicable
  3. Click New to add a blank row at the bottom of the grid
  4. Fill in the required columns
  5. Press F12 or click Save

âœī¸ Editing Existing Rows

  1. Select the row you want to edit in the grid
  2. Click on the cell and modify the value
  3. Modified rows will turn light yellow
  4. Press F12 or click Save to save all changes
📋

Field Descriptions

Company (Filter) Required

Select the company from the top dropdown. The grid shows all product groups for that company.

📊

Grid Columns

ColumnTypeRequiredDescription
Group NameText✅Name of the product group (e.g., PHARMA, OTC, SURGICAL). Must be unique within the company.
Email / DescTextContact email or description for this group's manager or coordinator.
Manager CellTextMobile number of the group manager or representative.
Phone 2TextAlternate contact number.
ActiveCheckboxActive status. Inactive groups are hidden from product setup dropdowns.
🔘

Buttons

ButtonShortcutWhat it Does
💾 SaveF12Saves all changes. The system will ask for confirmation before saving.
➕ NewF5Adds a new blank row to the grid for data entry.
❌ CloseEscCloses the Company Group Setup screen.
💡

Important Notes

â„šī¸
Company → Group → Product: Products are organized hierarchically: Company → Group → Product. Groups must be created before adding products.