Group items on an order

This is part of the Landscape Sales Add-on Module and/or the standalone Custom Group Items on Order Add-on Module.

You can group items together on Sales Orders, Master Orders, Credit Memos, and Quotes to organize items for yourself or the customer. For example you could group items into “front yard” and “backyard” on the order.

1. Navigate to your Sales Order.
2. Select Group Items from the taskbar.
3. Add groups by clicking on the at the bottom of the right pane and assigning them a name description.
4. Once all the groups are created, click and drag items on the order into the desired group folders in the left pane.