Purchase and sales products created in Procountor can be grouped by adding them to product groups. Using product groups enables group-based searching of products to invoices and reports. This makes invoice creation easier and makes reporting at product group level possible.
Product groups are managed in Product group view that is accessed by choosing Registers > Product groups. It is possible to create, search and delete product groups in the view.
Creating a product group
There are no default product groups in Procountor. The user can create product groups to fit specific needs.
A product group is created in the following way:
- Click Add button that is located under the search criteria in the Product groups view. Choose either Purchase or Sale from the drop-down menu that opens.
- Procountor informs the user with a message of “Group added”. After this, a row of the chosen product group type appears in the search results under the Add button. If there are existing groups that have been created earlier, the newly created group will appear as the lowest row in the list.
- Enter a name for the group to Name column (maximum length 80 characters). If main product groups are in use, choose an optional main group for the product group from the menu in Main group column.
- Save the information with Save button.
Setting a product to product group
Products are set into product groups in the product register. The product groups created in Product groups view become available in the product register’s product listing: Product group column includes a menu that is used to choose a product group for a product.
Editing and deleting a product group
The name of an existing product group can be edited as follows:
- Activate the group’s name from the list and enter a new name to the Name column that replaces the earlier name.
- Save the changes made by clicking Save button.
If necessary, a product group can be deleted by the following steps:
- Activate the group that is going to be deleted from the list. Click the Delete button above the product group list. After this, Procountor informs the user with a message of “Group deleted”. If there are products in the group that is going to be deleted, the group can’t be deleted. In this kind of situation, Procountor lists the products belonging to the group in a window that opens when Delete button is clicked.
- Save the changes made by clicking Save button.
Searching product groups
Existing product groups can be searched with their names and group types. If main product groups are used, the search can be done also by the main group.
- Name field is used to limit the search by entering a name (or a part of a name) of a product group to the field.
- If main groups are used, the name (or a part of a name) of a main group can be entered to Main group field.
- Sales or / and Purchase can be selected as the Group type.
- Search groups button searches the product groups in accordance with the search criteria.