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Product Groups

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NEW:  Product Sub Groups coming 10 February 2025

Page Contents:

Adding a Product Group

Adding a Sub Group

Editing a Product Group

Reporting with Product Groups

Tutorial

 

Product Groups and Sub Groups can be used to group sales reporting by the types of products you are selling. Every product you create can be given a Group (e.g. Furniture) and then further categorized into Sub Groups (e.g. Bedroom, Dining, Home Office, Living, Outdoor etc).

If you are importing product details using the product import templates, then these fields are created automatically. 

Adding a Product Group (Parent Group)
Go to  Settings | System | Product Groups.

  1. In the Product Group Name field, type a name.
    Note:  Product Group Names cannot contain commas
  2. Leave Parent Group blank.
  3. If you have created attribute sets and want to assign a default attribute set to the product group, select the required value from the Default Attribute Set drop-down list. For more information about attribute sets, see Attribute Sets. The default attribute set will be empty for product groups created via import.
  4. Click Add.

Adding a Sub Group (Child Group)

  1. Go to  Settings | System | Product Groups.
  2. In the Product Group Name field, type a Sub Product Group Name.
    Note:  Product Group Names cannot contain commas
  3. Select the Parent Group from the available drop down list
  4. Default Attribute Set is available at the Parent Group level and will apply to the Sub Groups under that Parent Group.
  5. Click Add.

Editing a Product Group

  1. Go to  Settings | System | Product Groups.
  2. Click and select the Product Group that you want to edit.
  3. Edit the group name and default attribute set.
    Note:  Product Group Names cannot contain commas
  4. Delete the product group by clicking the delete icon. **
Once created, Product Groups and associated Sub Groups can be assigned in the Product Record. 
** Product Groups and Sub Groups that are assigned to products cannot be deleted, in order to protect your data.

Reporting with Product Groups

The following reports can be filtered by Product Group or Product Sub Groups:

Reports | Sales | Margin Enquiry ​
Reports | Sales | Sales Enquiry ​
Reports | Inventory | Stock On Hand Enquiry ​
Reports | Purchase | Purchase Enquiry ​
Reports | Purchase | Reorder Report

The following Views and Reports can be filtered by Product Group:

Inventory | Products | View Products​
Inventory | Products | Markup Price Update​
Inventory | Transactions | Stock Counts | Add Count ​
Production | Assemblies | View Assemblies ​
Production | Bill of Materials | View Bills of Materials ​
Sales | Orders | View Sales Orders ​
Customers | Add Customer | Customer Pricing ​

Reports | Inventory | Quick Stock Count​
Reports | Inventory | Price List Enquiry​
Reports | Inventory | Stock Movement Enquiry (BI report) - note: no Product Group in the grid​
Reports | Production | Production Enquiry​
Reports | Sales | Quote Enquiry

Tutorial

 

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