Item Group
Overview
Item Group – Business Overview
Item Group is used to organize and classify items into meaningful categories. It helps businesses structure their product or material catalog in a way that supports daily operations such as purchasing, sales, inventory tracking, pricing, and reporting. By grouping similar items together, businesses can manage large item lists efficiently and maintain consistency across processes.
Purpose in Business Operations
Item Group acts as the foundation for how items are organized within Dafater. Instead of managing each item individually, businesses can apply common rules, pricing logic, accounting behavior, and reporting views at the group level. This simplifies decision-making and improves control over inventory and sales activities.
Prerequisites and Setup Requirements
Before using Item Group, businesses should: - Define their product or material structure (for example: Raw Materials, Finished Goods, Trading Items, Services). - Agree on naming conventions that reflect business usage and reporting needs. - Decide on a hierarchy, where main groups may have sub-groups for better organization.
Item Groups are usually set up early during system configuration, before creating individual items.
Typical Workflow and Business Fit
Create Item Groups
The business defines high-level categories and, if needed, sub-categories to reflect how items are managed and reported.Assign Items to Item Groups
Each item is linked to one Item Group, ensuring it follows the business rules and structure defined for that group.Use Across Business Processes
Once assigned, Item Groups influence how items are used in purchasing, sales, inventory valuation, pricing strategies, and management reports.Ongoing Review and Adjustment
As the business grows or product lines change, Item Groups can be refined to stay aligned with operational needs.
Key Business Scenarios Where Item Group Is Essential
- Inventory Management: Grouping items allows better stock analysis by category, such as fast-moving or slow-moving groups.
- Sales and Pricing Strategy: Businesses can analyze performance and margins by Item Group rather than individual items.
- Purchasing and Supplier Management: Helps buyers focus on specific categories when sourcing or negotiating.
- Financial Reporting: Supports category-wise reporting for better visibility into costs, revenue, and profitability.
- Scalability: Essential when the business handles a large or growing number of items.
Important Considerations for Users
- Plan the structure carefully: Changing Item Groups later can impact reporting and analysis.
- Keep it simple: Too many groups can create confusion; too few may reduce reporting value.
- Maintain consistency: Ensure similar items are always classified under the correct Item Group.
- Align with business goals: The Item Group structure should reflect how management wants to view and analyze the business.
In summary, Item Group is a critical organizational tool in Dafater that supports efficient item management, clear reporting, and scalable business operations.
An Item Group is a way to classify items based on types.
Basic Information
- Module: Setup
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| itemgroupname | Item Group Name | Data | ✓ | - | Name identifying this item category in Dafater. |
| parentitemgroup | Parent Item Group | Link | Item Group | Parent category under which this item group is organized. | |
| is_group | Is Group | Check | - | Indicates whether this record groups multiple sub item categories. | |
| image | Image | Attach Image | - | Representative image for this item group in Dafater. | |
| itemgroupdefaults | Item Group Defaults | Table | Item Default | Default settings applied to items under this group. | |
| taxes | Taxes | Table | Item Tax | Tax rules automatically applied to items in this group. | |
| showinwebsite | Show in Website | Check | - | Controls visibility of this item group on the website. | |
| route | Route | Data | - | Website URL path for this item group page. | |
| website_title | Title | Data | - | Display title for this item group on website. | |
| description | Description | Text Editor | - | Marketing description shown for this item group online. | |
| website_specifications | Website Specifications | Table | Item Website Specification | Specification details displayed for this group on website. | |
| filter_fields | Item Fields | Table | Website Filter Field | Item fields available for filtering within this group. | |
| filter_attributes | Attributes | Table | Website Attribute | Attributes used for website filtering of group items. | |
| include_descendants | Include Descendants | Check | - | Include items from all subgroups in website listings. | |
| weightage | Weightage | Int | - | Priority order for displaying this item group. | |
| slideshow | Slideshow | Link | Website Slideshow | Slideshow displayed on the website for this group. | |
| lft | lft | Int | - | System-managed value for hierarchical ordering in Dafater. | |
| old_parent | old_parent | Link | Item Group | Previously assigned parent group for system reference. | |
| rgt | rgt | Int | - | System-managed value for hierarchical ordering in Dafater. |
Child Tables
Item Group Defaults (Item Default)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| company | Company | Link | ✓ | Company | Company context in Dafater where this item default applies |
| default_warehouse | Default Warehouse | Link | Warehouse | Default Dafater warehouse used for storing this item | |
| defaultpricelist | Default Price List | Link | Price List | Standard Dafater price list applied for this item | |
| defaultdiscountaccount | Default Discount Account | Link | Account | Dafater account used to record discounts for this item | |
| buyingcostcenter | Default Buying Cost Center | Link | Cost Center | Default Dafater cost center for item purchase expenses | |
| default_supplier | Default Supplier | Link | Supplier | Preferred Dafater supplier for procuring this item | |
| expense_account | Default Expense Account | Link | Account | Default Dafater expense account for item-related costs | |
| defaultprovisionalaccount | Default Provisional Account | Link | Account | Dafater provisional account for temporary item expense postings | |
| sellingcostcenter | Default Selling Cost Center | Link | Cost Center | Default Dafater cost center for item sales transactions | |
| income_account | Default Income Account | Link | Account | Dafater income account used to record item sales revenue | |
| deferredexpenseaccount | Deferred Expense Account | Link | Account | Dafater account for deferring item expenses over time | |
| deferredrevenueaccount | Deferred Revenue Account | Link | Account | Dafater account for recognizing item revenue in future periods | |
| defaultreceivableaccount | Default Receivable Account | Link | Account | Dafater receivable account linked to item sales invoices | |
| defaultwaiveraccount | Default Waiver Account | Link | Account | Dafater account used for waived item charges | |
| defaultwriteoff_account | Default Write Off Account | Link | Account | Dafater account for writing off unrecoverable item amounts | |
| defaultsuspenseaccount | Default Suspense Account | Link | Account | Dafater suspense account for unresolved item-related entries |
Taxes (Item Tax)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| itemtaxtemplate | Item Tax Template | Link | ✓ | Item Tax Template | Tax template applied to item transactions in Dafater |
| tax_category | Tax Category | Link | Tax Category | Tax classification determining applicable taxes for the item | |
| valid_from | Valid From | Date | - | Date from which this item tax setup becomes effective | |
| minimumnetrate | Minimum Net Rate | Float | - | Lowest net item rate allowed for this tax applicability | |
| maximumnetrate | Maximum Net Rate | Float | - | Highest net item rate allowed for this tax applicability |
Website Specifications (Item Website Specification)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| label | Label | Data | - | Specification name displayed on Dafater website item pages | |
| description | Description | Text Editor | - | Detailed specification content shown on Dafater website item pages |
Item Fields (Website Filter Field)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| fieldname | Fieldname | Autocomplete | - | Internal Dafater field used to filter website listings and results |
Attributes (Website Attribute)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| attribute | Attribute | Link | ✓ | Item Attribute | Linked item attribute displayed on Dafater website |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Purchase User | ✓ | |||||
| Desk User | ||||||
| Accounts User | ✓ | |||||
| Sales User | ✓ | |||||
| Stock Manager | ✓ | |||||
| Item Manager | ✓ | ✓ | ✓ | ✓ | ||
| Stock User | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| BOM Creator | Linked from | Manufacturing |
| Closing Stock Balance | Linked from | Stock |
| Foodics Integration | Linked from | Dafater Integrations |
| Item | Linked from | Stock |
| Pricing Rule | Linked from | Accounts |
| Promotional Scheme | Linked from | Accounts |
| Salla Integration | Linked from | Dafater Integrations |
| Serial No | Linked from | Stock |
| Serial and Batch Bundle | Linked from | Stock |
| Stock Settings | Linked from | Stock |
| Tax Rule | Linked from | Accounts |
| Website Item | Linked from | Webshop |
| Zid Integration | Linked from | Dafater Integrations |
| Item Group | Links to | Setup |
| Website Slideshow | Links to | Website |