Inventory groups
Group inventory items and accessions into inventory groups for any purpose, such as creating collection subsets (for example, core collections).
Inventory groups act as shortcuts to quickly display items for review or processing. Groups typically share a common characteristic, such as a specific donor or a monitored growth area. They also help avoid repeating the same searches. Groups can be permanent or deleted when no longer needed.
Accessions can also be included in inventory groups because every accession has a system inventory record. Including an accession references this system record rather than a specific physical inventory item.
Any accession or inventory item can be included in more than one group.
Creating a new inventory group
Go to Inventory > Inventory groups in the main menu to create a new group.
A generated Inventory groups browse page is also available under Test features. It uses the same entity data but provides the standard generated table and form interface for managing group members and inventory references. See Inventory groups in Test features.
The Inventory groups page displays a grid of existing groups. Click the Add (+) button at the bottom right to add a new group.
In the Inventory group form, only the Group Name is required. Use the optional Method and Note fields to document the group's rationale or intended use. The Is Public? switch is currently unused.
Adding items to an inventory group
To add items to a group, open the Inventory groups list from the Home or Inventory window, then click the Group Name of the group you wish to modify.
Click the Add (+) button and choose whether to add items by inventory or accession.
Filter the resulting list to control which items appear, then select individual items or all items.
Click Add # Inventory Items or Add # Accession Items to complete the process.
