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Set up purchasing groups

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Set up the purchasing groups used with items as codes. You can then assign a group to each item and use the assigned codes to set filters for items that share the same purchasing group when planning purchase activities.

Steps

  1. In the search box, enter Purchasing Groups, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. Fill in a line with a code and a description for each purchasing group.