How Do I Create and Use Groups in Clarus WMS?

How Do I Create and Use Groups in Clarus WMS?

Organise with Groups

Groups in Clarus WMS help you organise products and warehouse locations into easy-to-manage categories. This improves efficiency and makes items simpler to find and handle by grouping similar items together.



Step-by-Step Guide

1. Access the Groups Screen

Click the Groups tab at the bottom of the navigation bar. This will open the Groups screen, where you can see all your active groups. If you don't have any groups yet, you'll need to create one first.


2. Create a New Group

Click +New to begin creating a new group.
Next, Name the Group: Enter a clear and descriptive name for your group (e.g., ""Example Group"") so you can easily identify it later.


3. Configure Group Flags

After you have created the group, go to the Flags submenu.
Decide the Group's Purpose: You need to choose whether the group will be used for Products, Locations, or both. Adjust the flags accordingly to set its purpose.


4. Assign Products or Locations to Groups

Once your group is set up, assign products or locations to it as needed. This will make managing these items much more efficient.



FAQs

What are Groups in Clarus WMS?

Groups help you organise products and locations into categories, making them easier to find and manage. This improves how efficiently you can work.

Can I create a group for both products and locations?

Yes, you can set up a group to be used for both products and locations by adjusting the flags during the setup process.

How do I create a new group?

Go to the Groups tab, click +New, give the group a name, and then set its purpose in the Flags submenu.

What are the benefits of using groups?

Groups help categorise your products and locations, making them simpler to manage. They also improve how easily you can search for items and enhance your reporting and daily work processes.

Can I change the group configuration later?

Yes, you can update a group's settings at any time by adjusting the flags to use it for products, locations, or both.


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