How Do I Define, Assign And View Product Groups ?
Step 1: Define A Product Group
Go to Settings
Click on the Product Groups rectangular button
This will take you to The Product Groups Settings Screen
Click on the + New button on the top right side of the taskbar.
Enter a group name in the Group Title box
Click on Save
Step 2: Assign A Product Group
Go To Products –> Products List
This will take you to the Products List Screen
Find the product you’d want to assign a product group to
Click on the Red Actions button
Click on Edit Product.
Under the Product Settings Tab, scroll down to the Product Grouping section
Click on the Product Group drop-down box
Select the product group name of your choice
Click on Save
Step 3: View Product Groups Financials
Go to any screen where you can find the “Group Statistics By” tab on top (e.g. Sales Statistics screen) and click on it.
In the popup window that appears on the right, click on the option labeled “Product Group” and then wait for the page to reload.
Now you can see all the information aggregated by product group, that is the sum of all the products belonging to a product group.
You can also see the product group a product belongs to on any of the product-related screens
Frustrated Selecting Product Groups For 1,000’s of Products?
In the Products List screen, click on the square in the Actions buttons of all products you want to assign the same product group to
Click on the Edit button which is in the column headings row
This will bring up the Edit Products screen, where you can assign the product group to all selected products simultaneously
Click on Save and the product group will be propagated to all the selected products in one go
And here’s a Godsend, How to bulk-update product groups in batch using an Excel sheet
Hints & Tips!
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 though their names will appear on dropdown lists and such.
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