Grouping items in documents

On the POS workstation, it is possible to group items by a selected column and aggregate values by a selected column.

For this purpose, it is necessary to select the tile [Configuration] → [Interface Configuration] → [Layout Management] and:

  • For the field Control Name, select the value DataGrid
  • For the field Group By located in the section General, select a value by which grouping should be performed
  • For the option Aggregation, select a value to be aggregated and an aggregation method
Layout Management window for a receipt with grouping and aggregation settings shown
Note
In order to aggregate by a given column, it is first necessary to make this column visible in a given document.

After saving changes, items in a document will be grouped by a selected column. If the user has additionally selected aggregation by another column, the aggregation’s result will be displayed on the right-hand side of the group’s header.

Document item grouping by column and aggregation by column value

In order to make it easier to preview a list with multiple groups, the operator may expand or collapse a given group.

It is possible to aggregate by more than one column. The operator can choose the following aggregation types:

  • Sum
  • Average
  • Maximum
  • Minimum
Note
Grouping of document items does not affect the calculation of bundle promotions. Items included in bundle promotions may be contained in different groups.
Example
In order to make it easier to preview sales documents at an XYZ shop, it is planned to introduce the grouping of receipt items by the values of an attribute Item group and the aggregation of document items by the values of the column Quantity.

To handle this, it is first necessary to define the Item group attribute in the ERP system as follows:

  • The Preview option selected for Retail POS
  • Associated with objects Item, Receipt item

Next, it is necessary to make the following changes in the Layout Management window of the POS workstation:

  • For layout ID ReceiptDocumentViewDataGrid_AttributeClass (Item group), property General/Visibility, select Visible
  • For layout ID ReceiptDocumentViewDataGrid, property General/Group By, select the attribute Item group
  • For layout ID ReceiptDocumentViewDataGrid, property Aggregation, select the values Quantity and Sum

Finally, it is necessary to save changes as part of a selected or new theme.

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