Add a Product Group

Product Groups categorise products of the same type, for use during reporting, stocktaking, when assigning an Accounting Package account or inclusion in a Price Matrix.

To create a Product Group you may follow either of these two methods.

Creating or Modify a Product Group in Company Lists#

You may create and modify Product Groups in Workshop Software's Settings.

1. In the left sidebar menu click Settings (3) then Company Lists (4).

1. Scroll down to the Product Groups header.
2. You may create a new Product Group with the + icon (3) or modify an existing Group with the Edit buttons (4).
3. Add or modify the Name (5), Description (6) and Category (7) for your Group and click Save (8).

Creating a Product Group inside a Product#

Alternatively product groups may be created directly within a Product you are editing.

1. Select a Product in your system and click the + icon in the Group field.

1. Enter a Name, Description and choose a Category for your new Product Group and select Save.

Using Product Groups in a Report#

Allocating your products to a product group also improves reporting accuracy. For example you may access the Item Sales Report by navigating to Analytics > Business Reports > Sales Reports > Item Sales.

In this report you can search or order your report by Product Group to obtain a detailed breakdown of sales for each item within the product group.

For information on how to add products to product groups please see: https://workshopsoftware.com/knowledge-base/products-jobs/how-to-add-products-to-a-product-group/

Also Explore#

• Stock & Inventory Management - Feature Overview
• Job Management - Feature Overview
• Workshop University: What Is a Good Average Repair Order?
• Workshop University: What Is a Good Labour Rate for an Auto Repair Workshop?