# Setup Packs/Size Groups

**YouTube:** [How to Set Up Pack/Size Groups?](https://youtu.be/SCMXoXyB9qk)

## How to Set Up Pack/ Size Groups?

This tutorial explains how to **set up Pack/Size Groups in Logic ERP** and utilize them for detailed sales and purchase analysis. It helps businesses categorize item sizes efficiently and gain insights into size-wise demand, enabling better inventory planning and decision-making.

***

### **Objective of Pack/Size Groups**

* Organize item sizes into **logical groups**
* Analyze **size-wise sales and purchase trends**
* Identify **fast-moving and slow-moving sizes**
* Improve **inventory planning and stock control**

***

### **Accessing Pack/Size Group Setup**

* Navigate to **Main Menu → Setup Module**
* Go to **Setup Items**
* Open **“Setup Packs/Size Groups”**

<figure><img src="/files/tHnXbgWwMb2ssVB5q764" alt=""><figcaption></figcaption></figure>

**Understanding Group Levels**

* System provides **two levels** for grouping sizes
* Allows:
  * Hierarchical categorization
  * Better organization of size data

***

### **Creating Pack/Size Groups**

* Right click to **Add New Group.**

<figure><img src="/files/zqzN3njMHHhAC5vbhMTy" alt=""><figcaption></figcaption></figure>

* Enter:
  * **Group Name**
  * **Short Name**

<figure><img src="/files/A0BX4rcTE5At8Ev9uskW" alt=""><figcaption></figcaption></figure>

* Repeat to create multiple groups within each level.

<figure><img src="/files/mIlaK19vPC4xCwd4IzOZ" alt=""><figcaption></figcaption></figure>

***

### **Allocating Sizes to Groups**

* Right click to Assign sizes to the respective groups

<figure><img src="/files/lZ2y90sUJ0cLRycf0qxi" alt=""><figcaption></figcaption></figure>

* Right-click on the **Group**.
  * Select the **Pack Size** option from the menu.

<figure><img src="/files/1VstXn2sky2JnnKMdfoq" alt=""><figcaption></figcaption></figure>

* Ensure proper categorization based on your product requirements.
* Click **Save** after allocation

***

### **Purpose & Business Use**

* Helps in:
  * Tracking which sizes are **selling frequently**
  * Identifying sizes with **low or no demand**

**Impact**

* Avoid:
  * Overstocking slow-moving sizes
  * Understocking high-demand sizes

***

### **Viewing Size Group Analysis Reports**

#### **Access Reports**

* Navigate to **Main Menu → Reports/Queries**
* Go to **Customer + Item Sales Analysis**
* Open: **Item + Size Wise Sales/Purchase Analysis Report**

**Applying Pack Size Group Filter**

* Locate **Pack Size Groups Filter** (Right-hand side)
* Select the desired **Group**

<figure><img src="/files/PqfuGmdPciD3niALGf64" alt=""><figcaption></figcaption></figure>

* Generate the report

***

#### **Report Insights**

* Displays:
  * Size-wise sales performance
  * Purchase trends
  * Demand patterns

<figure><img src="/files/TaJryMR1W94U8Mwq9JnN" alt=""><figcaption></figcaption></figure>

***

### **Key Benefits**

* Enables **data-driven inventory decisions**
* Improves **stock planning accuracy**
* Identifies **fast and slow-moving sizes**
* Enhances **overall sales strategy**

***

### **Best Practice Tips**

* Regularly update size group allocations
* Analyze reports periodically for trend changes
* Align purchase planning with report insights

***

### **Final Outcome**

* Sizes are **systematically grouped and managed**
* Businesses gain **clear visibility into size-wise performance**
* Inventory is optimized based on **actual demand trends**
* Overall efficiency in purchasing and sales planning is improved


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/setup-items/setup-packs-size-groups.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
