Step 01
Group hierarchy defined
Up to 5 levels of group hierarchy. Each level can carry default values (HSN range, GL coding, approval matrix) that inherit to child groups and items.
Item Master Software | Item Groups & Categories
Hierarchical groups. Bulk edits roll down. Reports roll up.
Item groups in a hierarchy: category, sub-category, item. Bulk edits at the group level (price-list change, HSN reclassification, GL remap) roll down to all items. Reports roll up to any level. Approval routing rules can target a group.
How it works
Groups that drive both analytics and operations.
Step 02
Bulk operations at the group
Change the GL coding for all items under "Office Supplies"? One operation. Change the HSN for all items in "Stationery"? One operation. With audit trail.
Step 03
Reports roll up
Sales by category, stock by sub-category, AP by GL group. Reports roll up the hierarchy. Drill-down to the item level is one click.
Step 04
Approval routing per group
POs above ₹5L for Capital Equipment route to the CFO. Sales orders for Strategic Accounts route to the GM. Group-targeted rules driven by the hierarchy.
What the system does
Capability, input, output.
| Capability | Input | Output |
|---|---|---|
| Hierarchical groups | Up to 5 levels | Inheritable defaults per level |
| Bulk roll-down | Group-level edit + scope | Items updated with audit trail |
| Reports roll-up | Group hierarchy | Sales / stock / AP by any level |
| Approval per group | Group + amount + role | Approver matrix per group |
| GL mapping per group | Group + GL code | Default GL coding inherited to items |
-
Hierarchical groups
- Input
- Up to 5 levels
- Output
- Inheritable defaults per level
-
Bulk roll-down
- Input
- Group-level edit + scope
- Output
- Items updated with audit trail
-
Reports roll-up
- Input
- Group hierarchy
- Output
- Sales / stock / AP by any level
-
Approval per group
- Input
- Group + amount + role
- Output
- Approver matrix per group
-
GL mapping per group
- Input
- Group + GL code
- Output
- Default GL coding inherited to items
Compliance + integrations
Group structure, audit-aligned.
Group changes that affect GL coding, HSN classification or pricing are tracked events. The audit trail captures the change, the affected items, the approver and the rationale.
Regulations we work within
-
Rule 11(g), Companies Act
Group-level changes captured in the audit trail.
-
Schedule III group classifications
Item groups map to Schedule III balance sheet line items.
Connects to
- Tally Prime Group sync
- Reporting + analytics Roll-up across the hierarchy
Item Groups & Categories FAQ
What buyers ask.
How deep can the group hierarchy go?
Up to 5 levels. In practice, most Indian businesses use 3 levels (category → sub-category → item). Going deeper increases maintenance overhead without much analytical benefit.
When we change a group GL, does it affect historic transactions?
No. Group-level changes apply prospectively. Historic transactions retain their GL at posting. The audit trail captures the change as a tracked event with the cut-over date.
Can a single item belong to multiple groups?
The primary group is one (drives GL, HSN defaults). Secondary groups for analytics (segment, brand, channel) are supported as item attributes that don't affect GL coding but enable additional roll-up reporting.
More in Item Master Software
Related features
Items & SKUs
Goods, services, fixed assets, defined once with internal SKU, vendor SKU and lifecycle status.
See Items & SKUsPrice Lists & Discount Engine
Customer, vendor, region, channel, currency and date-effective price lists with auto rate selection.
See Price Lists & Discount EngineHSN Code Finder
Search the live CBIC HSN master. Rate, ITC eligibility, notification refs in one click.
See HSN Code Finder
Map your existing item groups in 30 minutes.
Connect your existing item master. The system imports the hierarchy, surfaces inconsistencies, and lets you bulk-edit GL, HSN and pricing at any level.