Add/Delete/Rename a Product Group

Add/Delete/Rename a Product Group

Overview

Before you can link products to samples in your tests, the products need to exist in the Products library. Before you can import or manually add products into the Products library, first you will need to have a product group to add products into. All products in the Products library must be members of at least one product group.

The purpose of organizing products in top level product groups and subgroups is to assist you in product searches, when linking products to samples in your tests, etc.

There are three main types of product groups:
  1. Top Level Product group - Useful to separate and maintain distinct types of products, such as Baked goods, Coffee, Ice Cream, etc. You can create top level product groups as described in this workflow.

  2. Subgroup - Useful to further organize products within top level product groups. For example, under the top level Baked goods product group, you can have subgroups such as Bread, Pastry, etc. Subgroups can have their own subgroups if required. You can create subgroups as described in this workflow.

  3. Unassigned - This product group is distributed with the software. It is useful for locating products that are not members of any product groups your organization created. This panel cannot be deleted or renamed, and it cannot have subpanels.

In this workflow we will learn how to create new and how to rename and delete existing top level product groups and subgroups.


Add a Top Level Product Group

  1. From the black ribbon at the top, select Libraries > Products .

  2. Click + Add group.

  3. Enter a Product group name.

  4. From the Choose different location dropdown, select Top Level Product Group .

  5. Click Create product group.
Your top level product group is ready for product import or manual addition, and you can create subgroups for further product management as described in the next set of steps, if necessary.


Add a Product Subgroup

  1. From the black ribbon at the top, select Libraries > Products .

  2. In the left pane, select a top level product group or an existing subgroup where you wish to create your new subgroup.
    1. Click + Add group.

      --or

    2. Click the three vertical dots and select Create new product group.

  3. Enter a Product group name.

  4. The Product group location will indicate under which top level product group or subgroup your new subgroup will reside. If this location is not what you expected, from the Choose different location dropdown, select another top level product group or subgroup.

  5. Click Create product group  and add products into the new product subgroup as needed.

Products that are included in a subgroup are automatically included in the top level product group. Products that are included in the top level product group are not automatically included in the product subgroup.


Delete a Product Groups or Subgroup

A product group or subgroup is eligible for deletion even when the product group/subgroup is not empty. Therefore we strongly recommend that you review your products group thoroughly before deleting it.


To Delete A Product Group:
  1. From the black ribbon at the top, select Libraries > Products .

  2. In the left pane, select a top level product group or a subgroup that you wish to delete.

  3. To the right of the product group or a subgroup that you selected, click the three vertical dots and select Delete this product group.

  4. Confirm your action by clicking OK. 

Rename a Product Groups or Subgroup

  1. From the black ribbon at the top, select Libraries > Products .

  2. In the left pane, select a top level product group or a subgroup that you wish to rename.

  3. To the right of the product group or a subgroup that you selected, click the three vertical dots and select Rename this product group.

  4. Type a new name and click Save .


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