Assigning Items to Groups

Access the Item Group Preference Revisions form.

  1. Select the Item Group 2 tab and complete any of these fields for Transportation Management preferences:

    • Document Set

    • Options and Equipment

    • Customer Freight

    • Carrier

    • Mode of Transport

  2. Complete any of the remaining Item Group 2 fields for other system preferences.

  3. Select the Item Group 1 tab, and complete any of its fields to assign the item to a group for other system preferences.

  4. Select the Item Group 3 tab, and complete any of its fields to assign the item to a group for other system preferences.

  5. When you have assigned the item to all applicable groups, click OK.