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Product Sub Groups Tutorial Video

Points to note

Add a Product Group (Parent Group)

Add a Product Sub Group

Reports with Product Groups

Product Groups (Parent Group) and Product Sub Groups can be used to report on the types of products you are purchasing, producing and selling. Every product you create can be given a Product Group (e.g. Furniture) and then further categorized into Sub Groups (e.g. Bedroom, Dining, Home Office, Living, Outdoor etc.) to refine and review your stock's performance.

Points to note

• Existing Product Groups (Parent Group) cannot be changed to a Product Sub Group. The Product Group must be deleted and re-added as a Product Sub Group.
• A Product Sub Group can only be allocated to a product record if the Product Sub Group's Parent Group is also allocated to the product.
• Parent Product Group names must be unique.
• Product Sub Group names must be unique when added to the same parent Product Group.
• Product Groups cannot be deleted if they are currently allocated to a product, including obsolete products. 

Add a Product Group (Parent Group)

Parent Product Groups can be created either in Unleashed's Product Group page or via the Import Products template.
NOTE: Product Group Names must be unique.

To create a parent Product Group in Unleashed:

1. From Unleashed's main menu, go to Settings, System and select Product Groups. 
2. Enter a name for the parent Product Group in the *Product Group Name field.
   NOTE: Do not use commas in the Product Group's name. 
3. Leave the Parent Group dropdown menu as blank.
4. When required, use the Default Attribute Set dropdown menu to allocate an Attribute Set that will automatically apply to a product when the Product Group is selected in it's record. The attributes added to the set will then be automatically available in the product.
5. Click Add. 

To create parent Product Groups and allocate them to products in bulk:

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export. 
2. Click on the Export dropdown menu and select Products. 
3. In the pre-populated Import Products CSV template, enter the new Product Group's name in the "Product Group" column for each product's row, see Import Products template.
4. Return to the Product Import/Export page and upload the updated Import Products template.
5. Upon import:
   • If the Product Group's name matches an existing Product Group in Unleashed it will be allocated to the appropriate product records.
   • If the Product Group's name does not match an existing Product Group, a new parent Product Group will be created and allocated to the appropriate products.

Product Groups created via the Import Products template will not apply a Default Attribute Set.

Tip: See Data Import checklist and Troubleshooting Import Errors for more details on using import templates. 

Add a Product Sub Group

Product Sub Groups can be created either in Unleashed's Product Group page or via the Import Products template. If creating a Product Sub Group in the Product Group page, the parent Product Group must be added before the Product Sub Group can be added.

To create a Product Sub Group in Unleashed:

1. From Unleashed's main menu, go to Settings, System and select Product Groups. 
2. Enter a name for the parent Product Group in the *Product Group Name field.
   NOTE: Do not use commas in the Product Group's name. 
3. Use the Parent Group dropdown menu to select an existing parent Product Group the Sub Group will be added to.
4. When required, use the Default Attribute Set dropdown menu to allocate an Attribute Set that will automatically apply to a product when the Product Group is selected in it's record. The attributes added to the set will then be automatically available in the product.
5. Click Add. 

To create Product Sub Groups and allocate them to products in bulk:

1. From Unleashed's main menu, go to Inventory, Products and select Import/Export. 
2. Click on the Export dropdown menu and select Products. 
3. In the pre-populated Import Products CSV template, enter the new Product Sub Group's name in the "Product Sub Group" column for each product's row, see Import Products template. The "Product Group" column must also filled in alongside each new or updated Product Sub Group.
4. Return to the Product Import/Export page and upload the updated Import Products template.
5. Upon import:
   • If the Product Sub Group's name matches an existing Product Sub Group in Unleashed it will be allocated to the appropriate product records.
   • If the Product Sub Group's name does not match an existing Product Sub Group, a new Product Sub Group will be created and allocated to the appropriate products.

Product Sub Groups created via the Import Products template will not apply a Default Attribute Set.

Tip: See Data Import checklist and Troubleshooting Import Errors for more details on using import templates. 

Remove Product Groups from Products 

The Import Products CSV template can only be used to set or change the Product Group saved against a Product record, it cannot be used to remove a Product Group from a Product. If a Product no longer requires a Product Group the Product Group field in the Product must be updated directly in Unleashed. 

Edit or delete a Product Group

Once a parent Product Group or a Product Sub Group has been added it's name or default attribute set can be edited at any time. Any changes made to the name or default attribute set of a group will apply immediately to any product record the group has been allocated to and will update for all historic transactions for reporting. 

To edit a Product Group or Product Sub Group's name or default attribute set: 

1. From Unleashed's main menu, go to Settings, System and select Product Groups. 
2. Click on the existing Group Name and the field will become editable. Make the appropriate changes to the group name and click away from the field to save the changes. 
3. Click on the existing Default Attribute Set field and it's dropdown menu will become available. Select the new default attribute set and click away from the field to save the changes. 
   NOTE: Updating the Default Attribute Set will replace the current attribute data saved against products with the group allocated. 

To delete a parent Product Group or Product Sub Group:

1. Ensure the group being deleted is not currently allocated to any products, including obsolete products.
   Tip: Use the View Products page, filtered for Obsolete: All and the Product Group, to locate and update any products currently saved with the group. 
2. From Unleashed's main menu, go to Settings, System and select Product Groups. 
3. Click on the bin icon on the right hand side of the Product Group or Product Sub Group's row to delete it.

Reports and Views that can be filtered by Product Group only

In the following report, enquiry and view pages the results can only be filtered by one parent Product Group at a time:

• View Products
• Markup Price Update
• Add Count
• View Assemblies
• View Bill of Materials
• View Sales Orders
• Customer Pricing tab within a Customer record.
• Quick Stock Count
• Price List Enquiry
• Stock Movement Enquiry
• Production Enquiry
• Quote Enquiry