Organise your items into Product Groups

Start from: The Analytics dashboard

• Navigate to Configuration > Product Groups.

• In the Product Groups screen, select a preferred language and a specific product type (e.g. Raw Materials, or Sale Items)

Manage families

Product families are the top-level categories that contain one or more subfamilies. Each family has a unique identifier.

Create a Family

• Select New under the Family table.

• Assign a Name to the Family. You can also add the translations of the name here.

• Select Accept. Your new Family will now appear in the table.

Edit a family

• Select Edit in the Family’s row.

• Change the name or translations as required.

• Select Accept. The updated family will now appear on the list.

Delete a family

• Select Delete in the Family’s row.

• In the confirmation window, select Accept. The family will now disappear from the list.

Note: You can’t delete families that contain subfamilies.

Manage subfamilies

Subfamilies are subcategories within a family and cannot be shared across multiple families.

Create a Subfamily

• Select New under the Subfamily table.

• Assign a Name to the Subfamily. You can also add the translations of the name here.

• From the Family dropdown, select the family to which this subfamily belongs.

• Select Accept. Your new Subfamily will now appear in the table.

Edit a Subfamily

• Select Edit in the Subfamily’s row.

• Change the name or translations as required.

• Select a new Family from the dropdown list if needed.

• Select Accept. The updated subfamily will now appear on the list.

Delete a Subfamily

• Select Delete in the subamily’s row.

• In the confirmation window, select Accept. The subfamily will now disappear from the list.