Product Groups
FollowNEW: Product Sub Groups coming 10 February 2025
Page Contents:
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).
Adding a Product Group (Parent Group)
Go to Settings | System | Product Groups.
- In the Product Group Name field, type a name.
Note: Product Group Names cannot contain commas - Leave Parent Group blank.
- 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.
- Click Add.
Adding a Sub Group (Child Group)
- Go to Settings | System | Product Groups.
- In the Product Group Name field, type a Sub Product Group Name.
Note: Product Group Names cannot contain commas - Select the Parent Group from the available drop down list
- Default Attribute Set is available at the Parent Group level and will apply to the Sub Groups under that Parent Group.
- Click Add.
Editing a Product Group
- Go to Settings | System | Product Groups.
- Click and select the Product Group that you want to edit.
- Edit the group name and default attribute set.
Note: Product Group Names cannot contain commas - Delete the product group by clicking the delete icon. **
** 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 | 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