How to add products to a product group

Products and JobsUpdated 23 Sep 20262 min read

Product groups keep related items together, for example all filters or all tyres, which makes reporting and searching easier. This article shows you how to add products to a group.

By adding products into groups you are then able to stocktake by group making it easier to stocktake groups more often or to keep track of smaller stock items. 1. To add a new or existing product to an existing product group click on into the Group field to bring up a list of existing product groups, select the correct one from the list; Workshop Software screen showing to add a new or existing product to an existing product group click on into t... 2. To create a new product group to add the product to click on the green '+' icon next to the Group field and enter a name and description for the new Product Group, once done click on the green Save icon; Workshop Software screen showing to create a new product group to add the product to click on the green ' + ' ... New Product Group dialog with the name and description fields and the Save button circled 3. You can also add a product to an existing Product Group when entering it for the first time through a customer invoice.  After clicking on the green +Add New Product icon in the customer invoice the New Product pop up appears, one of the options is Group, click into the field to bring up a list of existing groups to select from; Workshop Software screen showing after clicking on the green +add new product icon in the customer invoice the...  

Related Articles

Also Explore

Was this article helpful?