Setting up sales and purchase condition groups

Article01/31/20241 min read

As an alternative for the sales and purchase classifications, or in addition to them, you can also define condition groups. You can create groups for:

  • Customers
  • Vendors
  • Items
  • Locations
  • Reasons
  • Item Categories
  • Consumption Unit of Measures

These groups can be used in Sales and Purchase Condition Rules

Note

Best practice for groups of the customer, vendor or item type is to group them by the use classification groups. Classifications are easier to maintain and have a better performance on your transactions.

If you still prefer groups over classifications: prevent groups with a large number of members for performance reasons.

  1. Select the Search icon alt text, enter Sales and Purchase Condition Groups, and then choose the related link.
  2. On the action bar, select New.
  3. Fill in the fields as necessary. Hover over a field to read a short description.
  4. Select the value in the respective field.
    The Condition Groups Relation page opens. This provides the details of the associated customers, vendors, locations, reasons, item categories, or consumption unit of measures for a group.
  5. Choose the New action to add entries to the group.