Settings: Product Groups
Learn how the Product Groups section lets your business organise products into clear groups, add descriptions, set parent groups, and enable or disable groups as needed.
Thought Process
The Product Groups section is there to help the business organise products in a more structured and meaningful way. When product ranges grow, grouping them properly becomes much more useful for day-to-day management.
Rather than treating every product as one long list, product groups make it easier to place items into sensible categories. This improves clarity and helps the CRM reflect how the business actually thinks about its stock and product ranges.
Why it matters
Grouping products makes them easier to organise, review, and manage across the CRM.
Why parent groups help
Parent groups allow the structure to be broken down further where the business needs broader categories and smaller sub-groups underneath.
What This Section Does
Create product groups
Add product groups so items can be organised into clearer categories within the CRM.
Add descriptions
Include descriptions to explain what each product group is intended for and make the structure easier to understand.
Set parent groups
Link groups to parent groups where needed so the product structure can be organised in a more layered way.
Enable or disable groups
Product groups can be activated or disabled so older or unused groups can be managed without removing the overall structure.
Support product organisation
A clear group structure makes product records easier to manage as the product range grows.
Keep the catalogue tidy
Centralising product groups helps keep product organisation more consistent across the CRM.
Groups and Parent Groups
Product Groups can be used in both a simple and more structured way.
Standard group
A product group can exist on its own as a simple category for a set of related products.
Parent group structure
A group can also sit under a parent group, making it easier to create broader categories with smaller, more specific groups beneath them.
Simple Walkthrough
- Go to Settings.
- Open the Product Groups section.
- Create a new product group with a clear name.
- Add a description if you want to explain the purpose of the group.
- Choose a parent group if the new group should sit within a wider category.
- Set whether the group should be enabled or disabled.
- Save the group so it becomes available in the CRM.
Getting the Most From Product Groups
Use clear group names
Group names should be easy for staff to understand so products are placed in the right area consistently.
Keep the hierarchy logical
Parent groups should reflect a sensible product structure rather than adding extra levels that do not really help.
Review disabled groups carefully
Disabling a group can be useful for housekeeping, but it is worth checking how that group is already being used before turning it off.
Update groups as products evolve
As your product range changes, revisit the group structure so it continues to reflect the way the business actually works.