Groups help organize products, decorations, and charges inside your SalesDoc.
They are also extremely important because decoration quantities are tied directly to the products contained within the same group.
Understanding how groups work will help you correctly structure:
Screen printing
Embroidery
DTF / DTG workflows
Setup charges
Partial decoration quantities
What Is a Group?
A group is a container that holds related items together.
A group can contain:
Products
Decorations
Setup charges
Additional costs
For example:
Adult shirts
Kids shirts
Front print
Setup charge
could all exist together inside a single group.
Groups Control Decoration Quantities
The key concept to understand is:
Decoration quantities are automatically tied to the total quantity of products inside the same group.
For example:
300 Adult Shirts
200 Kids Shirts
inside one group will create:
500 quantity for the decoration.
This quantity is calculated automatically and cannot be manually overridden.
Common Question: “Can I Override the Decoration Quantity?”
No — decoration quantities cannot be manually overridden.
Instead, the correct workflow is to structure your SalesDoc using separate groups.
Example: Front Print on 100 Shirts, Back Print on 50
If:
100 shirts receive a front print
Only 50 shirts receive a back print
then the back print decoration should be placed into a separate group containing only that decoration, with a quantity of 50.
This ensures the decoration quantity calculates correctly.
Comparing Group Structures
Groups can be structured in different ways depending on the workflow.
Single Group Structure
Everything is contained together:
Adult shirts
Kids shirts
Screen printing
Setup charges
Multiple Group Structure
Products and decorations are separated into different logical sections.
For example:
Adult shirts in one group
Kids shirts in another
Printing/setup in another
This approach is useful when:
Decoration quantities differ from the product quantities
Products require different workflows
Creating & Managing Groups
Add a Group
Hover beneath an existing group and click Add New Group.
Remove a Group
Hover over the group header and click the trash icon.
Clone a Group
Clone a group to duplicate:
Products
Decorations
Additional Costs
Structure'
This can be helpful if you need multiple groups, perhaps for the same products but maybe the print changes across each group. This feature definitely can save some time. You can also clone a group, and then change the products within the cloned group.
Reorder Groups
Groups can be dragged and reordered visually within the SalesDoc.
Group Revenue Summary
You can also hover over a group header to view the revenue summary for that group.
