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Slide notes: In this tutorial we consider the Stock Catalogue Groups, Sub Groups and Sub Sub Groups. This is in fact the organizational or classification hierarchy for the Catalogue. It is interesting to note that in many systems this classification is built into the Stock Code, but in IES it is not necessary. The Stock Code can be designed in any way that suits you, and it also may include the Group, Sub Group and Sub Sub Group but we do not recommend it. In IES, these properties are more flexible, and you can re-classify any Stock Item at any stage, by changing the Group, the Sub Group or the Sub Sub Group and then the reporting structure will adapt automatically. Therefore, it is not necessary to have this information in the Stock Code itself and in fact it would turn out to be confusing when you re-classify or re-group an Item.

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Slide notes: In this example we see an Item that is in the Optics group, in the Spectacles sub group, and in the Frames sub sub group.

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Slide notes: Actually, it is not even necessary to use all 3 levels of grouping for an Item, because when a grouping level is not wanted for a certain Stock Code, then we may use default flags at any of these levels, and we can change them at any time for any Stock Item.

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Slide notes: The groupings facilitate flexible reporting on the Catalogue, and our Stock Values may be reported on with totals and / or other indicators for any combination of the groupings.

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Slide notes: The File Maintenance menu include options to maintain the Groups, Sub Groups and Sub Sub Groups, and all of these groupings are completely User definable.

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Slide notes: A Group has a unique Code which can be formatted flexibly to your own design, any number of characters of your choice, and it has a descriptive label. That is all that is required.

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Slide notes: The Sub Group, like the Group, has a User definable Code and Label.

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Slide notes: And the Sub Sub Group, just like the Group and Sub Group, has a Code and descriptive Label. There can be any number of Groups, Sub Groups and Sub Sub Groups, and you can add and change these groupings on demand at any time.