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Synergy has already defined the Equipment Groups for the Equipment items preprogrammed in the system. Equipment Groups are a method of categorizing equipment items, where you buy them, and to which revenue category they belong. As you add equipment items to the system you will need to place them in the appropriate group.
Groups are links to the data items, revenue categories, and taxes. Be sure you do not delete or rename the valid groups that are attached to data items. This will cause the data item entry form to have white fields where it once had data. Do not panic; there’s an easy solution to correct this mistake. It’s a safety trap of ours to make sure you have valid links throughout the data entry process.
To ensure that the necessary information shows on the production reports, set up at least two levels. FusionTM subdivides each department into groups to quicken the sorting function of the system. Groups assist in filtering when you are searching the database. For example, one letter or number code groups are main group categories, or parent groups. It indicates to the user that there are sub-categories under this group, such as 1-POWER & LIGHTING*, then 1V – POWER & LIGHT and then 1VC -POWER. This breaks down the POWER & LIGHTING category.
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These sub-categories are sometimes referred to as children. Do not add any equipment data items to any group with an asterisk (*): The salesperson will not see these items because that group may be broken down two or more steps.
We DO NOT recommend changing the Equipment Groups. We DO recommend consulting with us to make sure the changes you desire to make will accomplish your end result and ensure correct data changes and structures.
You can add up to four (4) levels of groups.
Before you can make an adjustment, Revenue Categories must be set up.
We recommend that you contact a Synergy Support person before you make any adjustments to or add equipment groups.
For instructions about how to add a group, see Group Coding Structure (Desktop Setup Tab).
For instructions about how to add or edit a group title for the web, see Web Group Coding Structure (Web Setup Tab).