Rule groups

Defining, editing, and deleting rule groups used to group inventory rules by number and name.

The Rule groups screen is a list of group definitions you use to manage inventory rules by grouping them. Each group has a number and a short name you assign (e.g. WAREHOUSE, STORE, OUTLET). The groups you define here are assigned as a Rule group to a channel-source-warehouse match on the Channel sources screen (displayed as "number — name" in the list) and are selected to filter rules and define new rules on the Safety stock rules screen. Whether rules are applied at the group level is determined by the Rule group level option on the Apply level screen. This screen is used by the team setting up inventory.

Accessing the screen

Follow the path Inventory › Rules › Rule groups from the left menu.

If you do not see it in the menu, your account does not have permission for this screen. If you can open the screen but do not see the New rule group button and the Actions column, your account has view-only permission; you cannot add, edit, or delete records.

Screen sections

• Header area: Screen title, description "Allows you to manage inventory rules by grouping them." below, and the New rule group button on the right (visible only to users with write permission).
• List: All defined rule groups are shown in a single table. Because the number of records is small, there are no filters, search, or pagination; all groups are listed at once.

List

The row with Group ID value 0 is the default group: this row has no Edit icon, only the Delete icon.

A loading indicator appears over the table while the list loads. Clicking a row does not open a page; actions are performed using the icons at the end of the row.

Actions

Adding a new rule group

Create a new group when you want to manage a new source type (e.g. outlet stores) with separate rules.

1. Click the New rule group button at the top right.
2. The Group ID field is prefilled: the next highest existing number is suggested (1 if no groups exist). The note below the field reminds you: "You assign the ID; the next highest number is suggested." You can enter a different number; the field accepts only digits, no letters or symbols.
3. Enter a short name identifying the group in the Group name field (e.g. WAREHOUSE, STORE, OUTLET). The name can be up to 200 characters; longer names are not saved and an error is shown. Leading and trailing spaces are trimmed.
4. Click Save.

Result: If successful, a "Saved" notification appears, the window closes, and the list refreshes. If rejected, a "Something went wrong" notification appears with the reason below; the window remains open so you can correct the information and try again.

The Save button is disabled if Group name is empty. The Group ID field can be left empty without disabling Save: an empty number is saved as 0. Since the group with number 0 cannot be edited later, verify the number before saving. Buttons are disabled while saving; you can exit without saving by clicking Cancel or closing the window.

You assign the group number; the system does not auto-increment. The screen does not check if the number already exists before saving. Using the suggested number reduces the risk of conflicts with existing numbers.

Editing a rule group

You can only change the group's name.

1. Click the pencil icon (Edit) in the relevant row.
2. In the Edit rule group window, the Group ID field is locked; update the Group name field.
3. Click Save.

Result: A "Saved" notification appears and the list refreshes. The default group with Group ID 0 has no edit icon.

To correct a group opened with the wrong number, create a new group with the correct number and retire and delete the old one.

Deleting a rule group

1. Click the trash can icon (Delete) in the relevant row.
2. The Delete rule group window shows the name of the group to be deleted. The window reminds you that deletion will be rejected if the group is in use.
3. Confirm by clicking the red Delete button or exit with Cancel.

Result: If deletion is successful, a "Deleted" notification appears and the list refreshes. Deletion is irreversible; to reuse the same group, recreate it with the same number and name.

Common situations

• "No rule group" is displayed. No rule groups have been defined yet. If you have write permission, create the first group with New rule group.
• "Something went wrong" error and the list does not load. The list failed to load; the error box shows the reason. Refresh the page and try again; if the problem persists, contact your system administrator.
• Cannot delete a group. Deletion is rejected if the group is in use and the notification shows the reason. Check the records assigned to the group (e.g. matches on the Channel sources screen); after reassigning or removing them, try again.
• Edit icon missing on some rows. The row with Group ID 0 is the default group and cannot be edited.
• New group saved with number 0. The Group ID field was left empty. Delete this group and recreate it with the correct number.
• Cannot change the group number. The number is the record key and is locked in the edit window. Create a new group with the new number.
• New rule group button not visible. Your account has view-only permission on this screen.

Related screens

• Channel sources
• Safety stock rules
• Rule levels
• Apply level