Working With Group Items Actions

When it comes to using online documents, the group items feature is very important to understand how it works. We’ve created several actions to help you work around the group item feature in various documents, and we’ll walk you through them.

In this article

  1. Move up and move down actions
  2. Adding service packages, repair times and service interval matrix actions
  3. Duplicate and merge groups actions
  4. Creating service package version action
  5. Matching approved line groups action
  6. Adding checklist attention lines

Move up and move down actions

These actions are available in jobsheets, estimates, and vehicle inspection estimates and assist in rearranging the group lines in the group items sub-page.

  1. Choose Manage and then either Move Up or Move Down from the group items sub-page actions bar.

Adding service packages, repair times and service interval matrix actions

These actions are available in jobsheets, estimates, and vehicle inspection estimates. In contrast to the same actions in the document’s header, these actions only update existing group items. If you want to add a group in a new line, you must use the actions available in the document’s header.

  1. Choose Lookup and then Service Package, Repair Times or Service Interval Matrix from the group items sub-page actions bar.

Duplicate and merge groups actions

These actions are available in jobsheets, estimates, and vehicle inspection estimates and assist in duplicating or merging the selected groups.
Duplicating:

  1. From the groups items sub-page actions bar, select Functions and then Duplicate Group.

Merging: The merging action can be used to merge two or more groups. The document lines from the merged groups are added to the newly formed group when the groups are merged.

  1. Select one group to merge, then click on the vertically arranged dots after the first column and select Select More or press the Ctrl key and select the groups to merge with the mouse cursor.
  2. Select Functions and then Merge Groups from the group items sub-page actions bar.

Creating service package version action

This action is available in jobsheets, estimates, and vehicle inspection estimates and allows you to create a service package version from the selected group, making it easier to reuse the group as a service package.

  1. From the group items sub-page actions bar, select Functions and then Create Service Package Version.

Matching approved line groups action

If you change a group description or price after it has been published and the customer approves it, it is not automatically marked as authorised on the document. It generates an attention comment, which you can manually link to the current group in the document using this action. This action is available in jobsheets, estimates, and vehicle inspection estimates.

  1. From the group items sub-page actions bar, select Functions, followed by Match Approved Line Groups.

Adding checklist attention lines

This action is available in vehicle inspection estimates and allows you to add vehicle inspection checklist lines as groups in the group items subpage.

  1. From the group items sub-page actions bar, select Functions, followed by Add Checklist Attention Lines.


See Also

Introduction to Online Documents
Grouping document lines
Previewing and publishing online documents
Setting up online documents
Adding and Managing Media in Garage Hive
Using online documents in estimates, checklists and vehicle inspection estimates
What Happens When a Customer Acts on a Sent Online Document?