How to Create Stock Types, Groups & Sub Groups

Stock is organised into a simple hierarchy so it can be located, reported on, and managed effectively, while staying flexible for different business needs.

• Stock Type (optional) → an independent label that doesn’t control what sits beneath them.

• Stock Group → a major system or area, the first structural layer

• Stock Sub Group → breaks group into more specific components

• Stock Item → the unique part number

Common Ways to Categorise

You can mix and match Types and Groups/Sub Groups to suit your business. Here are the most common approaches:

Putting It Together

You’ll usually combine one Group/Sub Group with one Type to describe stock clearly.

• Example 1: Choosing Source + System

  • OEM Filter

  • Aftermarket Filter

• Example 2: Choosing Equipment + System

  • Scissor Batteries

  • Telehandler Batteries

• Example 3: Choosing Source + Location

  • OEM Tyres

  • Aftermarket Tyres

• Example 4: Choosing Equipment + Location

  • Scissor Tyres

  • Vehicle Tyres