Using group

Overview

Groups can be used to organize and manage collections of goods, customers or suppliers. Examples include:

  • Product groups: "Wooden goods," "Gift items," or "Football boots."
  • Customer groups: "Small customers" or "Large customers."
  • Supplier groups: "Car suppliers" or "Tyre suppliers."
Item, Customer and Supplier Groups

Groups for items, customers and suppliers can be structured hierarchically:

  • Item groups: One top level with up to 2 sub-levels.
  • Customer and supplier groups: One top level with up to 3 sub-levels.

A single product, customer or supplier can belong to multiple groups. When running statistics based on these affiliations, be aware that duplicates may occur if the same entity is included in multiple groups.

Applications

Groups enable a variety of functionalities:

  • Mass invoicing templates: Created in the Invoice Centre based on customer connections.
  • Reports: Filters can be applied to the following reports based on customer and/or item groups:
    • Item Statistics
    • Hourly Statistics
    • Overdue Customer Overview
  • Supplier Reports: Filter in the Overdue Supplier Overview report based on supplier affiliations.
Group
Property Description Default Create
id The id of the group in Duett's database.
parentId Only used if you create a sub-group. The parent of the sub-group you are creating. Null x
category Required: The type of object in this group. Currently you may choose from: article, supplier, customer, employeeCategory. x
key Required: A unique name or key to identify the group. True x
description A description of the purpose of this group. x
locked Prevents new things being added to the group. This is set to false and cannot be changed by the API currently. false
show Marks whether the group will be visible in DuettWeb or DuettWin. x

Example: 


                                        {
                                            "category": "supplier",
                                            "key": "Supplier group name",
                                            "description": "This is a group of suppliers with a common filter",
                                            "show": true
                                        }