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).
Screenshots of Workshop Software's left hand side bar, cursors indicate to click Settings then Company Lists.
  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).
A screenshot of the Product Groups heading in Workshop Software's Company List Page. Numbers call out the + icon, Name Description and Category fields, the Edit buttons and the Save button.

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.
A cropped screenshot of a Product page, the Group field's + icon is highlighted.
  1. Enter a Name, Description and choose a Category for your new Product Group and select Save.
A screenshot of the New Product Group pop up in Workshop Software's Product page. Save is highlighted.

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.

A screenshot of the options available for a Item Sales report, The Order By and Search By drop down menus are highlighted and Product Group is selected.

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/

Good to Know

  • You can find this option under Settings > Company Settings in the left-hand menu.
  • Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.

Frequently Asked Questions

Will this change affect existing invoices that already include this product?

No. Existing invoices and job cards retain the product details as they were at the time the invoice was created. This change only applies when the product is used on future invoices.

Do I need a specific subscription level for this feature?

Some features in Workshop Software are available on specific subscription plans. If you do not see the option described above, check your current plan or contact the Workshop Software team.

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