Groups

Groups are, effectively, the holding company of chains of pubs. Using the group, you can bring outlets together and create company-wide reports.

You can define a group hierarchy to reflect the structure of your client's operations. So, for example, you can set up groups for different regions of the country and an overall group to cover the lot. This will allow you to generate reports for each region as well as reports for national operations.


The Group Name is the name of the parent company.

Click on the Details button to view and amend the details for a particular group.


The Group Level defines the position of the group within the overall client hierarchy. The higher the number the higher the level within the company.

So, a group covering the national area could be set up as level 4 and the regional groups could be set up as level 3.

You can use Parent Group 1 and Parent Group 2 to assign one group to another group to complete the hierarchical structure. So, in the above example, you would assign the regional groups to the national group.


Click on the Add button to add a new group.

You will be given a blank entry to type in the details.

Make sure that the ID you choose has not already be given to an existing group.


To Remove a group, click in one of the boxes for a group and then on the Remove button to remove it.

You will be prompted to confirm the removal.


The Outlets Report button will display a report containing a list of all of the outlets within the group.

Click in one of the boxes for a group and then on the Outlets Report button.


The Structure Report button is similar to the Outlets Report but the sub-groups and outlets will be shown indented to clarify the hierarchical structure of the group.

Click in one of the boxes for a group and then on the Structure Report button.


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