Groups

A group is a named tag you use to organize your records — for example “Oslo North”, “Long-haul” or “Key accounts”. Each group has one or more group types that decide which kinds of records it can be used on: Location, Driver, Vehicle, Customer, Product and Order.

How to open Groups

Go to Registry → Groups. The list shows each group’s Name, Description and Group types.

How to create a group

Go to Registry → Groups.
Click Add New Group.
In Group details, fill in:
- Name — required.
- Description — optional.
- Group types — at least one: the kinds of records the group can be used on.
Click Save.

Where groups are used

Once a group exists, you can pick it on the records that match its group types:

Group type	Where you pick it
Customer	Customer groups on the customer.
Location	Location groups on the location. You can also filter the locations list by group.
Driver	Select groups on the driver.
Vehicle	Vehicle groups on the vehicle.
Product	Product groups on the product.

Groups also show up as filters elsewhere, for example in planning and in Reports.

How to edit or delete a group

Go to Registry → Groups and click the group.
Change the details and click Save, or click Delete in the panel footer.
To delete, confirm with Delete when the panel asks Delete group? This can’t be undone.

What’s next

For the Registry’s lists and editing panel, see Registry.