Overview
The Items tab in Data Management allows you to manage item groups imported from your ERP and apply rules to control which items are included in AGR.
Navigate to Data Management under settings to manage item groups in AGR.
Item Groups
Item Groups displays all groups mapped from your ERP with the number of items in that group in parentheses. You can select which item groups to include or exclude from AGR.
New Item Groups
New item groups and their items are automatically added into AGR. You can disable the default by switching it off in Items.
Exclusion Rules
You can prevent specific items from being imported into AGR.
Exclude closed items - By default, AGR does not import items that are marked as closed in your ERP. Switch this default off if you want AGR to import closed items.
Exclude special order items - AGR imports special order items from your ERP by default. Toggle this on to stop special order items from being seen in AGR.
Exclude items where the primary vendor is closed - AGR imports items that are linked to a closed primary vendor by default. You can close a primary vendor in your ERP or in the Vendors tab of Data Management. You can switch this off to not included items from closed primary vendors in AGR.
Exclude items where the primary vendor is missing - AGR imports items with no primary vendor by default. To exclude items with no primary vendor, switch that to on. You can also select which vendors to include in AGR in the Vendors tab, see more here.
All changes applied through the Items tab will take effect after your data in AGR has been refreshed over night.