Product groups are used for reporting purposes and in order to initiate actions or apply specific rules to products in specific parts of the system. Once a product group is set up, individual products can be assigned to it in ‘Depot Setup>Products’.

To create a product group, click ‘Company Setup>Product Groups’. Any existing product groups will be displayed on screen. If there are no existing groups ‘No Product Groups Found’ is displayed.




To create a new product group click the ‘New Product Group’ button on the right of the screen.




A mandatory field is displayed for you to enter a short name and a name for the product group. Once you have entered both of these click ‘Create Product Group’ and the new group is then displayed on screen. A delete function is provided if the group is no longer required.