Merge article groups

If you have created redundant article groups or simply want to merge two groups, you can use the function to merge article groups

 

An article group cannot be deleted or renamed if it contains articles or entries. Therefore, you may need the function to merge article groups. The function can also be useful if you have created too many article groups and find your account overview has become too complex.

You can find the article groups in the menu Setup > Article setup, select the 'Article groups' tab.

The same article groups are displayed in your chart of accounts under Ledger > Account overview > Account overview in the following groups:

• Net sales
• Product consumption
• Stock
• Stock reception
• Stock, unpaid

 

Merge article groups

In this example, we will merge the article groups 'Materials' and 'Goods.'

1. Open the article group you want to keep - in this case, 'Materials.'
2. In the menu for the article group (the three dots), select 'Merge article groups.'
3. Choose the article group you want to merge into 'Materials,' in this case, 'Goods.'
4. Press 'Merge.'

 

 

Checking the merged article group

Go to the menu Ledger > Account overview > Account overview and expand the group 'Product consumption'. The merged article group is now removed.

The article group is also removed in the menu Setup > Article setup > tab 'Article groups'.

All articles and entries in the merged article group have been moved to the other article group.

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