How To Get Here?
- From the menu: Products–> Products List
- Find the product of your choice
- Click on the Actions button
- Select Edit Product from the drop-down box
- Under the Product Settings Tab, scroll down until you see the Product Grouping section.
What is it for?
- Provide information which will allow group products with similar characteristics
- Product Groups provide a one to one relationship: a product can only be part of one group
- Product Tags provide a many to many relationships: a product can have many tags, the same tag can apply to many products
- Settlement Periods can show financials consolidated by Product Groups
- Filters on product screens can filter on any Product Tag
Hints And Tips!
- You will need to define the distinct product groups first by using the Product Groups settings screen
- Using tags in Filters allows you to show products with similarly tagged characteristics
- You can only assign one Product Group to a product
- You can assign many Product Tags to the same product
- Product Groups are saved on the parent account, so their names are visible to all the guest users
- But guest users will not be able to see the data for product groups that belong to marketplaces/accounts not assigned to them.
- So if a guest does not have access to a marketplace, they will not be able to see data for product groups that are part of that marketplace, even thought their names will appear on dropdown lists and such.
Screen Print
Content
(*) denotes features not yet implemented at the time of writing
- Product Group
- Clicking on the Product Group field will show a drop-down list of all the groups defined through the Product Groups Settings screen
- Select the product group of your choice to assign to this particular product
- Once a product has been assigned to a Product Group, the product participates in the financials for the product group, as shown in the Settlement Periods screen
- If the desired product group is not on the list, you will need to define it first
- Learn how to create Product Groups
- Tags
- Tags are just labels that you assign to products to assign them specific business-related characteristics
- In the example above, we have tagged the product with a set of labels that identify an obsolete, discontinued product
- Click on the Tags box
- Enter any keyword or sentence you want to tag the product with
- Press the Tab key, the keyword or sentence is converted into a searchable product tag
- You can remove product tags by clicking on the x at the top right of any tag
