Let’s assume you sell computer hardware components and computer software. Then it might be convenient for you to set up a stock item hierarchy so that you can report on hardware vs software sales. Within hardware you’d like to have yet another level of differentiation, namely CPU and RAM. All your different CPU stock items will then be listed under CPU and likewise for RAM.
Setting up this simple item group hierarchy is best achieved directly in the WUI. In the Awesome Bar, type Item Gr… and then select Item Group Tree.
You’ll see a default hierarchy, dependent on which modules you activated when you installed your instance of ERPNext. Now you can add your hierarchy directly to the top level All Item Groups.
However for more complex and/or automated configurations we can achieve this via the data-import tool:
Settings > Import Data > New >
then type in Item Group and select Insert New Records and Save
Download an import template
Now this tool requires all higher level members to exist prior to a lower level member referring to them in the Parent Item Group column. Hence we have to break the import into 2 phases:
First import only the Hardware and Software levels. Making sure to specify that Hardware is also a group by setting Is Group to 1.
Then run another import, but this time import only the CPU and RAM levels, making sure they refer to Hardware in the Parent Item Group column and setting their Is Group values to 0.
After this you should have a group hierarchy:
In general, I find it insightful to make a small amendment via the WUI. I then Download the import template again, making sure I select to export some sample data containing my manual amendments. This affords me to find out which columns are required and which values are acceptable etc.
This answer turned out more verbose than what I anticipated, however I trust it’ll serve you well