Product Groups

You may group Products into classifications that are sensible for your company. Examples might be IT Consulting (Service) or Ceramics. Below, we explain how manage client groups.

To add a new Product Group, do the following:

• Click Invoice, then ProductGroupsin the main menu.
• Click New in the button bar.
• An inset page will appear which contains only one tab, Product Group.
• If this is your first group entry, you will only be able to choose Root from the Parent drop-down. Later, as you add client groups, you can choose to have one group to be the Parent for another. You can continue to add and nest these groups beneath one another to reflect your classification preferences.
• Enter the Name of the group.
• Click Save on the button bar to commit your changes or click Cancel to discard.

To edit a Product Group, do the following:

• In the listing, select the group from the listing and then click Edit in the button bar.
• An inset page will appear which contains only one tab, Product Group.
• For convenience, you may click the drop-down list in the upper right to edit another group.
• Click Save in the button bar to commit your changes or click Cancel to discard.

To delete a Product Group, do the following:

• In the listing, select the group from the listing and then click Delete in the button bar.
• Click Yes to confirm; otherwise click No to cancel.
• Click Save in the button bar to commit your changes or click Cancel to discard.